| Join a conversation centered around multi-generational estate planning. We will cover topics such as developing the right team, refreshing old plans, utilizing the increase exemptions, creating a balance sheet to help your plan, and more! |
|
| Panelists: Jason Katz, CFP, Wealth Advisor & Principal, Bartlett Wealth Management Andrea Costa Laden, Senior Associate, Frost Brown Todd Lisa Riccardi, Shareholder, VonLehman CPA & Advisory Firm |
|
|
