Since September 2010, one of the ways we conduct staff training and development at Unity Bank is with a weekly virtual meeting. We cover a wide array of topics; from product and service training to customer experience to culture and vision.
Now YOU ARE INVITED to join us for our very first Community Unity University with a topic that is unavoidable!
The Top Ten Myths of Estate Planning
Join Attorney Judith Wilson for an informative discussion about estate planning. She will debunk the myths surrounding wills and trusts so you can make an informed plan for two things you can’t avoid: death and taxes! You will be guided through the process of creating an estate plan that fits your goals and objectives while also minimizing taxes and expenses.
Attorney Judi Wilson has been practicing in the areas of estate planning and trust and estate administration for 25 years and is licensed in both Minnesota and Wisconsin. She is a regular speaker on estate planning, charitable gift planning, and fraud prevention.
Use the link below on October 19th at 12:00pm CT to join the meeting!