Our 52nd Annual Fall Seminar
Washington to Wall Street: Policy Update and Planning Considerations
Tuesday, September 28, 2024
Special Guest Speaker: Bill Cass, CFP®
Director of Wealth Planning, Franklin Templeton Academy
Click here to view the presentation slides: Presentation Slides.pdf
Our 49th Annual Fall Seminar
You Just Died, Now What?
Tuesday, September 28, 2021 at 6:30pm
Special Guest Speaker: John P. Koscianski, Attorney at Law
Koscianski and Koscianski Co,. LPA
Click on these files to access information from the presentation:
Estate Planning Myths
Estate Planning You Need to Know
Seven Estate Planning Rules to Consider Now
