Estate Planning 101: From Legalities to Legacies
Treece Financial Group and Lambda Living are proud to present a series of free seminars to educate our community on a variety of important financial topics. • Creating an estate management checklist • Critical estate documents • 4 reasons millenials need an estate strategy • 4 steps to valuing an estate • How to safeguard your digital estate • Maximizing your charitable gift and generating potential tax benefits • Charitable gifting through community foundations
Date and Time
Wednesday May 16, 2018
6:30 PM - 8:00 PM EDT
Wednesday, May 16, 2018 6:30-8:00 p.m.
Location
Lambda Living Center 7275 NE 4th Avenue #110 Miami, FL 33138
Fees/Admission
FREE, but advance RSVP requested
Contact Information
David Treece
(305) 751-8855
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