RSVP HERE: http://www.cew.umich.edu/events/cew-financial-wellness-estate-planning-and-giving-establishing-goals-sponsored-by-fidelity

Join CEW+ Director Tiffany Marra for our next Financial Wellness event sponsored by Fidelity. Do you have questions about estate planning, wealth transfer, and strategic charitable giving? The next workshop in the CEW+ Financial Wellness Series highlights strategies and tips to set and reach your goals. Join Tiffany in conversation with special guest Pamela Lipnicky, Virtual Education Consultant for Fidelity Investments, as well as Michael Welton, Fidelity Retirement Planner, and Ciara C. Merriman, CEW+ Leadership Council Member, U-M Alumna, and Fidelity Retirement Planner.

This workshop is designed to help you:

- Understand the basics of estate planning strategies and why having an estate plan is important.
- Learn about how to plan for strategic charitable giving.
- Discuss and answer questions you may have regarding wealth transfer strategies.
- Understand how Fidelity can help put your strategy in motion.