1851 - Gifting Assets: Creative and Efficient Ways to Create Legacy Now and Later THURS 10:00-11:00AM
2076957
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Course Description
Instructor: Timothy Gelinas, CAS, CFS, CSA
Three Weeks Only, Nov 1, 8 and 15
Are you interested in leaving a legacy to your children, grandchildren, charity or church? In this class, we will discuss some unique strategies to create a living legacy, as well as how to prevent unintended consequences from not being prepared.
Tim has more than 19 years of experience specializing in helping retirees and those about to retire preserve and protect their assets.
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