Date and Time
Thursday Mar 29, 2018
7:00 PM - 8:00 PM EDT
29 March 2018 at 7-8pm
Location
Boardman Road Branch Library
Fees/Admission
Free--RSVP (845) 485-3445
Contact Information
Seminar presenter: Ardal Powell, MA, PhD (845) 202-9722
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Description
It is not uncommon for there to be significant and costly mistakes in the estate and wealth transfer plans of affluent Americans. Most of these estate owners do not understand the nature of the mistakes, their consequences, or the fact that solutions exist.
This presentation is intended to help you uncover wealth transfer mistakes in your estate plan, and help establish an action plan for identifying and implementing common and popular solutions.
Free admission.