The AAII San Francisco Chapter presents...
Fidelity Outlook: Quarterly Market Update
William Gabri, CFP
Estate Planning: Are You Prepared?
Christian Kimball, CFP
Wealth Management Adviser, Fidelity Investments
Estate planning is an important part of a financial plan to help protect your assets for your beneficiaries. Christian Kimball, certified financial planner and wealth management adviser with Fidelity Investments, will give us an overview of the topics to consider in this complex area. Christian will review some of the basic guidelines to help you decide whether or not you need an estate plan, and explain what is included in estate assets. He will go over what the basic estate planning documents are and discuss current federal estate laws. Christian’s presentation will cover the various trust structures used in estate planning, such as revocable trusts, and discuss some wealth transfer strategies to consider. Christian’s talk will include an action plan of what you can do now to get started with your estate plan.
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