Demystifying the Estate Planning Process with Nathan Kavlie

Professional Development WEBINAR

Join Will Gochnour, CFP® and Nathan Kavlie, lawyer and legal consultant, for a discussion about the estate planning process.

THIS EVENT IS DESIGNED TO HELP YOU:

• Identify all the documents in a comprehensive estate plan

• Understand the risks associated with putting off your estate plan

• Learn what “probate” is and why many are using a living trust to avoid it

• Consider what kind of estate plan is best for you given your situation

Who Should Attend?

• Practice owners, associates, and their spouses

Speakers

• Will Gochnour, CFP®,  Financial Advisor at Dentist Advisors
• Nathan Kavlie, Lawyer and Legal Consultant

Will Gochnour, CFP®

Will is a CERTIFIED FINANCIAL PLANNER® and Financial Advisor at Dentist Advisors.

Discussion Leader

Nathan Kavlie

Nathan has worked as a lawyer for several years at some of the top firms in Minneapolis and now works solo, helping small businesses and individuals looking for solution-focused legal advice

Guest Host