Estate Planning & Charitable Gifting Seminar
Date and Time
Wednesday Oct 9, 2024
6:00 PM - 7:00 PM CDT
Wednesday, October 9, 2024 at 6:00 PM
Location
Oconomowoc Area Historical Society & Museum 103 W Jefferson St Oconomowoc, WI, 53066
Fees/Admission
Free
Contact Information
Justin Agar-Pratt
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Description
This complimentary seminar will help you better understand and navigate estate planning essentials, including account registration, probate avoidance, and leaving a legacy. Refreshments and an opportunity to view the museum to follow. Todd Sivak (ChFC, CFP, CFS), Director of Wealth Management, VP, Five Nine Wealth Management, will be your host and presenter for the evening. RSVP to Lauren Knop at lauren.knop@lpl.com. For more information and full disclosures, see the event posting here: https://shorturl.at/OedOI
