Events

This presentation examines the different steps to follow and various tools that can be used to create an effective estate plan.

You will gain a detailed understanding of Wills, Powers of Attorney, and Executors. Learn how your financial advisor can help you set realistic goals, preserve your wealth,...

This presentation examines the different steps to follow and various tools that can be used to create an effective estate plan.

You will gain a detailed understanding of Wills, Powers of Attorney, and Executors. Learn how your financial advisor can help you set realistic goals, preserve your wealth, and transfer your estate per your wishes.

Guest speaker: Frank DiPietro, Assistant Vice President, Tax & Estate Planning

Coffee & desert will be provided.

Space is limited, all those interested in attending are asked to pre-register by October 30, 2023 at: 519-979-7334.