Wealth Strategies Events

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Thursday, September 10, 2015 7:00 PM

SUCCESSOR TRUSTEE TRAINING

You've Been Names as a Successor Trustee - Now What?

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Thursday, September 17, 2015 7:00 PM - 9:00 PM

Estate Planning 101

How to leave your children treasure - not taxes!

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Thursday, March 31, 2016 7:00 PM - 9:00 PM

Estate Planning 101

How to Leave Your Children Treasure, Not Taxes!

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Wednesday, October 5, 2016 1:00 PM - 2:30 PM

OASIS Presentation: Tame Your Money Elephants

Patrick Carroll, CFP will describe six of the most common emotions that can keep us from acting in our own best interests and will discuss how to work through these emotional roadblocks.

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