Tue, Feb 15 | Live, online workshop via Zoom

Understanding Your Estate Plan

Please join us for a FREE, live client update workshop where we will discuss how to recognize changes in health, family and shifting goals as well as new office and law & economy changes.
Understanding Your Estate Plan

Time & Location

Feb 15, 12:00 PM – Feb 16, 1:00 PM
Live, online workshop via Zoom

About The Event

Understanding Your Estate Plan

Tuesday, February15th at noon CST

· Tax laws have changed, greatly affecting retirement planning

· Many families have undergone change: divorce, death, debt & disability

· Covid has changed not only the way we do business, but our goals as well

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