Webinar: Unlocking the value of estate planning: A win-win for employers and employees by Principal

Wednesday April 10 at 12:00 PM CDT

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)

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.

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.