Wealth Transfer Planning Seminar

Program Type:

Lecture, In-Person

Age Group:

Adults
Please note you are looking at an event that has already happened.
Registration for this event is no longer open.
Allowed Ages: 18 + and up

Event Details

Join Joshua Marino, CPFA, for this seminar on Estate planning that will explain wealth transfer opportunities. This seminar will also cover formula federal transfer taxes, formula clauses, and tax minimization techniques.