Montgomery County CES Program Indicators and Success StoriesJul 1, 2019 - Jun 30, 2020





2052 - Estate Planning
2052.1) 20

Number of individuals who reported increased levels of understanding in the area: learned how to manage/address current estate planning issues facing the family, farming operation, or business

2052.2) 20

Number of individuals who reported increased levels of understanding in the area: identifying estate planning strategies for the family, farming operation, or business

2052.3) 20

Number of individuals who reported increased levels of understanding in the area: confidence in handling estate planning or specific financial matters

2052.4) 10

Number of individuals who created at least one specific estate planning goal for the family, farming operation, or business

2052.6) 10

Number of individuals who implemented at least one strategy in regard to estate planning

2052.5) 10

Number of individuals who took action toward implementing at least one estate planning strategy in regard to the subject matter presented



Success Stories

There are no Success Stories found