About this Course

From small, simple estates to larger ones - everyone needs a plan. Estate planning does not have to be complicated, but it is necessary to ensure that your wishes are fulfilled as you see them today. Join us to learn about income tax, donations and effective wealth transfer strategies. Attendance is free but registration is required. Lunch: 12-12:30pm Presentation: 12:30-1:30pm Speaker: David Sweeney- Certified financial planner