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Estate Planning for Millennials, Minneapolis

Monday, August 13, 2018
9:00 am - 12:00 pm

3849 Gallagher Dr.
Edina, MN 55435

Eide Bailly, a regional certified public accounting and business advisory firm, and Gislason & Hunter, a regional law firm, have partnered together to present Estate Planning for Millennials. This session, geared specifically towards the next generation of leadership, will discuss estate planning and why it’s important to have a plan in place sooner rather than later. We ask that you consider sending your second generation leadership to this unique event to help them start thinking about what’s next.

Presenters include:

  • Paul Junek, Financial Services Wealth Planner
  • Derek Dockendorf, Tax Manager, CPA
  • Kaitlin Pals, Estate and Succession Planning Attorney
  • Abigail Pettit, Estate and Succession Planning Attorney

These half day sessions will discuss a number of topics, including:

  • Digital assets
  • Health care directives
  • Beneficiaries
  • Investments related to estate planning
  • Business succession planning
  • Guardianship of children
  • Student loans and other debt

Please RSVP by August 6. Learn More