A short course to empower you and your family with a foundation of legacy planning.
Prominent business professionals including attorneys, certified public accountants and financial advisers lead an eight part conference series. During each workshop, speakers will cover topics such as legal aspects of estate planning, income taxes, transfer taxes, life insurance, charitable giving, asset protection, elder law, administration of estates and trusts, and investments.
Thank you to our partners and conference committee:
Molly Bekken, Morgan Stanley
Wendy Boetticher, Everett & Boetticher, P.C.
DeAnn Rocha, Array Realty
Lauren Serrano, Scott Hulse