Estate Planning Forum: Are you ready to talk about how you will handle your estate?

Estate planning for corporate executives, business owners, and doctors are all different. Are you ready to talk about how you will handle your estate?

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, and creating a balance sheet to help your plan. We will talk about beneficiary designations, legacy goals, lifestyle goals as well as charitable intent as well as various types of wealth transfer strategies.

Panelists will include:

Jason Katz, CFP, Wealth Advisor & Principal, Bartlett Wealth Management
Andrea Costa Laden, Senior Associate, Frost Brown Todd
Lisa Riccardi, Shareholder, VonLehman CPA & Advisory Firm

Tickets are $35 each.

Registration and breakfast will begin at 8:00 a.m. The panel discussion will be held from 8:30 a.m. – 10:00 a.m.

There will be a guest in the main lobby to assist with access to the 33rd floor of Frost Brown Todd’s offices.