Tax Smart Wealth and Estate Planning Strategies

Join us for an informative seminar to learn about tax-efficient strategies for wealth and estate planning. Discover how to safeguard your assets and secure your family's future in a friendly and engaging environment.

Our expert speakers, Joycelyn Urech, J.D., and Todd Smurl, CFA, will cover crucial topics and answer your questions.

Network with like-minded individuals in a welcoming and informative environment. Don't miss this opportunity to gain valuable insights and take control of your financial future.

Seating is limited, so reserve your seat today for this valuable session