Estate planning can feel overwhelming, especially when you are not sure where to start. Join Casey Fox, Director of Financial Planning at Erben Planning, for a live introductory session covering the fundamentals of wills and trusts and the basic building blocks of an estate plan.
This webinar is designed for anyone beginning the estate planning process or looking to better understand the essentials. Topics will include:
- The role of a will
- The basic purpose of a trust
- Key components commonly included in an estate plan
- Considerations when beginning the planning process
More advanced estate planning topics, including specialized trusts and planning techniques, will be addressed in upcoming Estate Planning 201 and 301 sessions.
Register for Estate Planning 101
September 22, 2026
11:30 a.m. Central
Live via Zoom
The webinar will include a 45-minute presentation followed by 15 minutes of live questions and answers.
