About this event
Wednesday, October 14 — Estate Planning Basics Attorneys Marianna Batie, Esq., Law Office of Marianna Batie, and Tara K. Frame, Esq., Frame & Frame Attorneys at Law, will discuss the essential documents and decisions that can help protect you, your family and your legacy. Topics will include wills, trusts, powers of attorney, beneficiaries and other estate-planning fundamentals. Wednesday, November 18 — To Roth or Not to Roth? Capt. Brett M. Sause, AIF®, CFF®, CLTC®, FSCP®, LACP, LTCP, LUTCF®, CEO and Wealth Advisor with AFG Wealth, will explore Roth IRAs and Roth conversions. The program will address contributions, income and contribution limits, tax considerations and circumstances in which a Roth strategy may—or may not—make sense. Wednesday, December 2 — Legacy Planning Pamela…
Source: Tour Talbot