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09 March
Principles of Preserving Wealth Seminar


Please join us for our upcoming "Principles of Preserving Wealth" seminar. This seminar is designed to provide valuable insights into crucial aspects of estate management, both during your lifetime and posthumously.
  • Understanding estate management both during your lifetime and posthumously.
  • Overview of essential documentation and their significance in the planning process.
  • Differentiating assets subject to probate from those that bypass the probate process.
  • Awareness of existing and prospective alterations in estate tax.
Refreshments will be provided, and there will be an opportunity to network with fellow attendees. Don't miss out on this valuable opportunity to enhance your understanding with the knowledge and tools necessary to make informed decisions about your estate.  RSVP today to save your seat.

Date and Time

Sat, Mar 09, 2024

10:30a - 12:00p EST


Great Neck Libary: Meeting Room

1251 Bayne Dr
Virginia Beach, VA 23454
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