Legacy & Estate Planning

You are living the dream; every day is now a Saturday! How do you ensure the estate you leave behind for your loved ones is well-structured, maximized and tax efficient?This session will discuss key items to creating a lasting legacy, gifting strategies and generational wealth ideas.

Instructor: Courtney Heykoop, Clover Leaf Wealth Strategies.

Activity No. 1484 .224
1 lesson @ 1 hr, Free
M, 10/7          1-2 p.m.