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Estate Planning | April 10

Register Here

Date and Time

Wednesday, April 10, 2024
5:00 pm - 6:00 pm Central


Topics Include: 

  • Common mistakes and threats in Estate Planning
  • Tax implications, including the Federal Estate Tax Exemption set to sunset in 2025
  • Impacts of Long-Term Care and Health Care Plans
  • Three key steps you can implement today to account for your future goal

This webinar is part of our ongoing commitment to educate our clients on key issues that impact their overall financial strategy. We hope you can join us!

Featured Speaker:

Chris Berry, CELA®, CFP® - Castle Wealth Group

To register for an upcoming webinar session and receive your link to join, visit: https://register.gotowebinar.com/register/2795302042845639768

Check the background of this firm/advisor on FINRA’s BrokerCheck.