Estate Planning Isn’t Just for the Wealthy

In-Person

Estate planning is about more than money—it’s about clarity, control, and caring for loved ones. This Money School educational seminar explains the basics of estate planning, common misconceptions, and why having a plan in place is important at any stage of life.

What you will learn:

Estate planning fundamentals
Common mistakes and misconceptions
Why planning early matters
How estate planning fits into a broader plan

This program is presented by Joseph McGloin, CBDA®, Associate Advisor at Black Diamond Financial Solutions and instructor with The Money School, a program of the Delaware Community Reinvestment Action Council. Log in demoneyschool.org to register and to view the full class listing. To register by phone, call 1-302-298-3250.

Registration is requested. Walk-ins are welcome as space allows.