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Southern California Edison
“What is an Estate Plan? And Do I Need One?”

Educating Edison Newsletter

October 2020

 

In this month's Educating Edison video, Casey Bartels, CFP® discusses estate planning and provides examples of who might consider a will, trust, power of attorney, and health directives. He also reminds Southern California Edison employees (non-union) about specific benefits available to them as part of their annual enrollment options.

We have been helping SCE employees with their financial planning and investment needs since 2007. If you would like to schedule a complimentary financial review, please click here to schedule a time.