3rd Thursday: September 17th, 4pm

Speaker: Chris Morden | Host: Matt Glova

With an estate plan, you can rest easy knowing that you’ve made it clear how you want your personal and financial affairs to be handled in the future. An effective estate plan will help ensure that your personal wishes will be carried out in the manner you intended, which is why it’s a critical part of your overall financial plan. Join us to learn why you need this crucial plan, strategies for an effective estate plan, and helpful information about wills, trusts, life insurance, and key tax basics. 

Chris MordenChris Morden is an estate planning and probate attorney, with offices in Raleigh and Wake Forest, North Carolina. Chris assists clients with estate planning, estate, guardianship, and trust administration, and he can assist on asset protection and various business and law matters. Chris is a Partner at the firm of Monroe, Wallace & Morden. He was named on Super Lawyers Magazine‘s Rising Stars list multiple years in a row, a designation named to no more than 2.5 percent of lawyers in the state. Chris was also listed on Business North Carolina‘s Legal Elite in the Tax/Estate Planning category, a designation chosen by NC State Bar members, who are asked, “Of the Tar Heel lawyers whose work you have observed firsthand, whom would you rate among the current best in these categories?”. During his time as a Law Clerk for the North Carolina Court of Appeals, Chris served the Honorable John M. Tyson and the Honorable Robert N. Hunter, Jr. Chris is a graduate of the Campbell University Normal Adrian Wiggins School of Law. He also has his MBA from Campbell University and a BA in economics from Michigan University. 

*LifeTime Asset Management does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation. 

 

About The LifeTime Learning Series

  • Topics that matter
  • Short, 30-minute sessions
  • Free and open to the public
  • Offered twice/month, on the 1st and 3rd Thursdays

The team at LifeTime Asset Management is proud to launch a new series of virtual events, The LifeTime Learning Series, offering short webinars on the 1st and 3rd Thursday of each month.

Each session will feature a different topic, one that’s relevant to you and your financial future. (And don’t worry – educational content only. No product pitches allowed!) The sessions will all be free and open to the public, as part of LTAM’s commitment to offering financial literacy resources to the community.

Learn more about the series and other upcoming topics by visiting lifetimeasset.com/learn.