Program Type:
PresentationAge Group:
Adults
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Program Description
Event Details
*Please note the start time is 7pm (our print newsletter inaccurately has the start time listed at 6:30pm).
Greg Corey, Financial Advisor, will share different options in estate planning and why some prefer one course of action to another. Learn tips to help maximize the transfer of wealth (as intended), minimizing or avoiding unnecessary taxes along the way, and preserve relationships between friends and family.