As part of its commitment to financial education and planning, JPMorgan Chase is set to host an Estate Planning workshop on March 9 at its Jamaica branch.
The event aims to equip attendees with the knowledge and tools necessary to navigate the complexities of estate planning as a means to secure their own financial wellbeing as well as their children’s.
With the goal of preserving generational wealth and ensuring asset protection and succession, the workshop will offer insights and strategies from a JPMorgan Wealth Management professional. Attendees can expect guidance on creating comprehensive estate plans tailored to their individual needs and circumstances.
“We recognize the importance of preparing for one’s financial future,” stated a representative from JP Morgan Chase. “Our Estate Planning workshop is designed to serve as a first step for New Yorkers in thinking about and preparing for their futures.”
The event details are as follows:
Event: Estate Planning Workshop
Date: Saturday, March 9th
Time: 3 p.m. – 6 p.m.
Location: Chase – Jamaica Branch, 161 Jamaica Ave., Jamaica, NY 11432
Attendees are encouraged to RSVP by clicking here.
The workshop promises to provide an opportunity for individuals and/or families to learn about estate planning, with the ability to ask questions or have their concerns addressed.
