Navigating Your Legacy: Estate and Financial Planning Strategies
March 11 @ 11:30 a.m. - 1 p.m.
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As a follow-up to our 2024 program, join nationally recognized expert Gary Altman, Esq., founder of Altman and Associates, for an informative session on the benefits of thoughtful estate planning.
Topics include tax advantages, incorporating charitable giving, and having meaningful discussions with loved ones to secure your legacy and provide peace of mind. Whether you are just starting or refining your strategies, this event will equip you with essential tools and knowledge for the future.
Lunch will be served.
