This seminar is specifically designed to help LGBT investors understand the important role a well-executed estate plan can play in ensuring their strategy remains aligned with their goals. Financial advisor, Paige Fowler, and MAGLCC member and estate planning attorney, Jane Williams, will be available to discuss the importance of and answer questions about an estate plan and specific things the LGBT population needs to consider.
Please pass this information along to anyone you think might benefit. This seminar is designed to inform and educate. No products will be sold and there is no expectation of business after the event. Heavy appetizers and refreshments will be served.