Estate Planning Strategies – Free Workshop

Date : 03/16/2017 - 03/16/2017

Time: 5-7 p.m.

Location: Vermont Adaptive, Andrea Mead Lawrence Lodge at Pico Mountain, Killington, VT

Cost: Free

Join us for a free evening that’s open to the public to better understand the importance and how to set up your estate and planned giving. Two UBS certified financial planners will present an informal discussion about personal strategies for wealth management including tips from tax-efficient gifting tactics to qualitative topics like wishes, wants and intent with regard to estate planning. This is a great way to ask the questions that you want in an informal setting. Light refreshements will be served.

Please RSVP by Monday, March 13 to Alicia at 802.772.3252. Download the invitation to learn more. VT Adaptive Invite FINAL

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