Age Group:
Adults
Please note you are looking at an event that has already happened.
- Registration is required for this event.
- Registration is no longer available for this event.
- This event is for registrants age 18 + and above.
Program Description
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.