Description
Hosted by the Financial Planning Association, Donna M Stefans. Esq. AIF and other experienced Trust and Estate Attorneys will engage in an interactive discussion that answers these and many other issues that come up when discussing planning with our clients.
> When to Use a Trust
> Types of Trusts
> Situations for Specific Trusts
> When Not to Use a Trust
Feel free to bring any specific questions or case scenarios to the panel. It is a great opportunity to get personalized advice from experts.
Complimentary Attendance for FPA Members
$15 per Non-Member
Date and Time
Thu, Sep 12, 2024
5:30p - 7:30p EST
Location
Fountaingate Gardens
Note
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.