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Learn about estate planning from Fidelity Investments

Apr. 20, 2017, 3:41 PM


The Vanderbilt Recreation and Wellness Center presents:

Life Phase Series: Estate Planning & More

Thursday, May 4
Noon–1 p.m.
411 Light Hall

Join Michael Christy, Fidelity Investments’ estate planning specialist, in a seminar that will cover the basics of estate planning, including: tax impacts, legal documents, trusts, planning for incapacity, the family conversation and gifting considerations.

This event is open to the Vanderbilt community.

Questions? Contact Marilyn Holmes, (615) 343-2638, or Stacey Bonner, (615) 936-1990