May 10: Taxes, Transfers & Tea Leaves: HNW Estate Planning

Jeff Brooks, Wealth Strategist with Capital Group/American Funds will discuss: HNW Estate Planning Techniques in use Today:

• GRATs
• QPRTs
• CRT
• INGs and similar things

1 CFP CE Pending approval

Register here for 5/10/23 Taxes, Transfers & Tea Leaves

November 8th – Smart Charitable Giving

Register Here for 11/8/23 Taxes, Transfers & Tea Leaves