December 2019 Chapter Meeting

The Essentials of Estate Planning

Richard Hill, President, Compass Financial Group

519 Church & Conference Center
1100 Perimeter Park Dr #118, Morrisville, NC 27560

Saturday, December 14, 2019 at 10:00AM
$7 at the door for everyone. No advanced reservations

Proper estate planning is not only an important part of every family’s financial plan. Some believe estate planning is only for the wealthy; in reality it is simply the process of deciding where, when and how the assets entrusted to your stewardship will be distributed after your death. A well-thought-out estate plan can help you choose a guardian for your children, continue a family business, protect assets from creditors and much more. In this workshop we’ll explore some of the many estate-planning tools and strategies such as wills, trusts, power of attorney and beneficiary designations, as well as how to utilize them to design an estate plan for your family.

Attend This Meeting and Learn

  • When you need to review and update your estate transfer strategy
  • Detailed overview of estate planning tools
  • How to create a plan to address the needs of your family

About our Speaker

Richard Hill is the Founder and President of Compass Financial Group, LLC. He has over twenty five years of experience in the wealth management and financial planning arena, joining the financial industry in 1989 after serving in the U.S. Army. He previously served as vice-president at a Citigroup subsidiary where he advised individual and institutional clients in the critical areas of investment management, retirement income planning, risk management and estate planning. He established Compass Financial Group with the goal of providing comprehensive planning, independent advice and best-in-class investments while unencumbered by corporate affiliations and proprietary products.