IEEE CTS LMAG and CTCN 3.21.2024 meeting- Estate Planning, Trusts, and Wills

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Springtime is a good time to plan or review our financial future.  We have invited Mr. Mike Karstens of Charles Schwab, Inc. to give a talk on Estate Planning, Trusts, and Wills. He will answer any question you may have in financial services.


  Date and Time

  Location

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  • Date: 21 Mar 2024
  • Time: 06:00 PM to 07:30 PM
  • All times are (UTC-05:00) Central Time (US & Canada)
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  • Starts 28 February 2024 12:45 AM
  • Ends 19 March 2024 10:00 PM
  • All times are (UTC-05:00) Central Time (US & Canada)
  • No Admission Charge

  Speakers

Mike Karstens Mike Karstens of Charles Schwab Inc.

Topic:

Estate Planning, Trusts and Wills

Springtime is a good time to plan or review our financial future.  We have invited Mr. Mike Karstens of Charles Schwab, Inc. to give a talk on Estate Planning, Trusts, and wills.  He will answer any question you may have in financial services.

Biography:

Mr. Mike Karstens joined Charles Schwab in 2020 as Financial Consultant.  He offers consultations and analysis on topics such as trust and estate planning, risk management and insurance, transfer tax and postmortem considerations. In addition, he can consult on topics such as charitable gift planning, business formation and succession, and asset protection. It’s a modern approach to wealth management—so you can take ownership of your financial future.

Mike as a Lead Financial Planner, USAA Wealth Management, 2006-2020. Mike is a retired Naval Officer, Navy Pilot, United States Navy, 1975-1995.

Email:

Address:San Antonio, Texas, United States, 78209




Agenda

6:00 to 6:05 PM - Open for participants to enter and network. 

6:05 to 6:10 PM - IEEE LM and CTCN Business meeting and to introduce speaker.

6:10 to 7:30 PM - Formal Program and Q&A. 

The Life Members Affinity Group and  Austin Consultants Network Affinity Group (CTCN) meets monthly. Except when meeting jointly with other groups, the CTCN meet on the third thursday each month. Meetings usually begin with informal networking from 6:00 to 6:10 p.m., followed by presentations from 6:15 to 7:30 p.m. by experts in topics of interest to IEEE Members.   Our meetings are open to the public.