Estate Planning Lunch and Learn Seminar

The Friends Foundation recently hosted an Estate Planning seminar with HSB Advisors LLC and Wegmann Law Firm.

The presentation was very informative for organizing a tax efficient state. Several attendees commented on making immediate adjustments to their plans!

A huge thanks to Jason Basler, Jason Blum and James Kreitler for the wonderful presentation.

To view the presentation click here.

The next Estate Planning lunch and learn is scheduled for October 20, for registration please contact Holli Ledbetter at hledbetter@sgcmh.org.
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