Name:
Round Table: A Closer Look - Wealth Transfer
Date:
April 14, 2017
Time:
8:00 AM - 9:00 AM EDT
Registration:
Register Now
Event Description:
A Closer Look: Wealth Transfer
We touched on wealth transfer at our last monthly meeting and now we're going to take a closer look:
Join Meredith Sugar of Taft/ Law on April 14th as she covers:
Come with questions and be prepared to learn how to transfer and preserve wealth for generations to come.
We touched on wealth transfer at our last monthly meeting and now we're going to take a closer look:
Join Meredith Sugar of Taft/ Law on April 14th as she covers:
- Real Estate Transfers
- Insurance needs, including key employee
- Philanthropy
- Equity for family members who don't work in the company
- Trusts,
- and more!
Come with questions and be prepared to learn how to transfer and preserve wealth for generations to come.
