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estate planning 9.8



Join MOAA's in-house expert Andia Dinesen, AFC® and Anderson Advisors founder Clint Coons for a live discussion covering:

  • How different types of assets — including retirement accounts, real estate, and business interests — can fit into an overall tax and estate plan.
  • Ownership and beneficiary considerations.
  • Asset protection.
  • Transferring assets to the next generation.
SAVE YOUR SEAT

Event Speakers

Andia headshot


Andia Dinesen, AFC®
Senior Director, Transition & Member Services
MOAA

coons 9.8


Clint Coons
Founder
Anderson Advisors

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12 finance strategies webinar

More About This Webinar

Tax and estate planning considerations can become increasingly important throughout a career in uniform, especially as members prepare for and transition into retirement.

All eligible registrants will be granted a free BASIC MOAA Membership. You'll get updates about legislation affecting your service-earned benefits, discounts on vetted products and services, and more.

Don't miss this chance to add expert guidance to your estate-planning strategy!

Register Now