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Legacy Peer Group by Vermeer

February 21, 2023 12:00 PM - 1:30 PM (CST)

Description

Join us for a virtual Legacy Peer Group meeting in February! At this session, we'll get to know each other and get a sense of future topics. Dan Beenken will also introduce the concept of ethical wills—What are they? Why should I have one? How are they different from the regular will and estate planning I have already done? Join us to discuss all of this and more virtually on Tuesday, Feb. 21, 2023, at noon Central Standard Time. Register to receive the Zoom link to join the meeting.

More on Ethical Wills:
An ethical will helps to outline your values, vision, life lessons, hopes/dreams and other non-tangible assets that you want to make sure your family knows. It's an amazing way to capture all of the values and ideals you want your family to have—and use it to help guide the assets you may be passing to them.  


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Contact Information

UNI Family Business Center
Name: Dan Beenken
Phone: (319) 273-4322
Email: dan.beenken@uni.edu
Details: If you have questions or need information, please reach out to Dan Beenken at dan.beenken@uni.edu or 319-273-4322.
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