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Retirement and Estate Planning > Getting Ready for Estate Planning > Resources



Presentation Guide

Directions for introducing the site in an educational (non-profit) setting.

This presentation guide (PowerPoint: 362 KB) can be used to explain this site. It can be used as an introduction to the site or as a program by itself. It will be most effective if the stie can be viewed because the site has checklists and documents. However, the presentation guide clearly explains putting the pieces together.