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DTSTART;VALUE=DATE:20250408
DTEND;VALUE=DATE:20250409
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SUMMARY:Securing Legacies: Planning for the Future with Estate Strategies & Trust Solutions
DESCRIPTION:Securing Legacies: Planning for the Future\n\nwith Estate Strategies & Trust Solutions\n\nTuesday\, April 8\, 2025 | 5:30 PM 7:30 PM\n\nNorthern Innov8\n\n400 Presidential Way\, Woburn\, MA 01801\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nAsset Strategy is a network of companies providing financial wellness to individuals and families and managing corporate and nonprofit retirement plans for over 30 years. Their experienced team assists clients with managing the risk and responsibility of sponsoring retirement and investment programs\, and helping individuals achieve successful financial outcomes.\n\nKey topics covered in the seminar include:\n\n\n Importance of Estate Planning\n Multigenerational Planning\n Key Questions for Legacy Planning\n 2025 Tax Exemptions & Gift Rules\n Estate Tax Strategies\n Advanced Estate Planning Tools\n\n\n\n\n{registration required here}
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Securing Legacies: Planning for the Future \nwith Estate Strategies &\; Trust Solutions
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Tuesday\, April 8\, 2025 | 5:30 PM &ndash\; 7:30 PM
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Northern Innov8
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400 Presidential Way\, Woburn\, MA 01801
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Asset Strategy is a network of companies providing financial wellness to individuals and families and managing corporate and nonprofit retirement plans for over 30 years. Their experienced team assists clients with managing the risk and responsibility of sponsoring retirement and investment programs\, and helping individuals achieve successful financial outcomes.