WEBINAR ENDED
About this Webinar
Join us for an insightful session on estate planning and help your employees take control of their financial future. Our Strategic Partner, Gentreo, will explore the essential aspects of estate planning and introduce you to resources that can help you and your employees save time and money, help reduce stress, and prepare for the future.

In this engaging and informative webinar, we’ll cover:
• The importance of estate planning and why it's crucial for everyone.
• A comprehensive overview of essential estate planning documents, including wills, health care proxies, powers of attorney, and trusts.
• Ways an estate plan can safeguard the interests of minor children and even beloved pets.
• How estate planning offers a cost-effective and efficient means to enhance the financial well-being of your employees.

Don't miss this opportunity to empower your team with essential knowledge and resources that can make a significant difference in their lives.
Agenda
Featured presenter(s)
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Julie Fry
Founder, Gentreo
Julie Fry is the COO and co-founder of Gentreo. She is an acclaimed expert in eldercare and organizes the renowned "Our Aging Market" conference at Harvard Business School Association of Boston which unites leading companies targeting the senior market. Formerly, Julie was on the executive team at the National Association for Home Care and Hospice and helped co-founded the National Private Duty Home Care Association. Earlier, Julie managed marketing and business projects at Akin Gump, a top legal firm. She holds a BA from Penn State and an MBA from the University of Wisconsin-Madison.

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Renee Fry
CEO, Gentreo
Webinar Details
Date: Wednesday April 10, 2024
Time: 1:00 - 2:00 PM Eastern Time (US & Canada)
Cost: Free
Language: English(Customized)
Webinar ID: f1d50afbb1a9
Dial-in Info:
Dial-in number: +1 (312) 248-9348
Dial-in ID:
Dial-in passcode: 7600
Gentreo is a Strategic Partner and not affiliated with any member company of the Principal Financial Group.
Elevate by Principal is a trade name for Business Owner Ecosystem, Inc. Insurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Referenced companies are members of Principal Financial Group®, Des Moines, IA 50392.