5th December, 2023
11:00 AM to 01:00 PM UTC -06:00
Chancery Restaurant
11046 N Port Washington Rd, Chancery Restaurant, Mequon, United States (US)
Copy of Legacy Workshop
Description
Estate planning, avoiding probate, financial planning, reducing your taxesTicket Prices
- Min Ticket Price: 0.00 USD
- Max Ticket Price: 0.00 USD
About this Event
Lunch is sponsored by Thrivent.
Hosted by: Ana McKinley, CPA*, Financial Advisor, and David P. Mierswa, Attorney
Topics:
• The essential documents to estate planning
• Avoiding probate court and high attorney fees
• Financial planning to your legacy
• Tax-free Income
• Reducing your taxes
Who should attend this event:
• Anyone ooking for more info on estate planning
• Anyone looking to plan and create their legacy
• Anyone that has legal questions about estate planning, trusts, and probate court
• Anyone looking for tax-free income and reducing their taxes
• Anyone looking to, about to, or is retired, looking for some info and answers
For more information, text or call: 847-899-8734
For all people who want to make a difference in their lives and those of their heirs
Please note: The event information above has been added by the organiser. Whilst we try to ensure all details are up-to-date we do not make any warranty or representation as to the accuracy or completeness of the information shown.
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