Worried about planning for the future but not quite sure where to start? Join us for an informative session with Cody Barbo, Founder and CEO of Trust & Will. Cody will walk through the basics of estate planning, discuss when to create or update a plan, and talk about key estate planning documents everyone should be familiar with.

Cody Barbo is an entrepreneur and two-time founder from Dallas, TX. Cody serves as Founder/CEO of Trust & Will, a modern estate planning software startup. As a volunteer, Cody serves on the San Diego State University Alumni Board of Advisors, and Phi Kappa Theta Fraternity’s National Foundation Board. And at home, Cody is married, a father to a daughter, dog dad, and loves to cook, workout, and mentor other entrepreneurs in his spare time. 

Online event hosted on Zoom. Registration not required. Trainer subject to change.

Resources

• How To Use Zoom: English instructions / Spanish instructions

• Questions about this program? Need help joining us online? Call the toll-free Senior Planet Hotline at 888-713-3495.