Financial Foundations

When:
April 22, 2017 @ 9:30 am – 12:00 pm
2017-04-22T09:30:00-04:00
2017-04-22T12:00:00-04:00
Where:
JCPL at Meeting Room 5/6

Create a successful family-wealth-transfer plan. You will gain greater insight into communicating and planning a seamless wealth transfer to your heirs that will help create a lasting legacy.

Hosted by: Daniel Van Horn, Geri Polvino, and Charity Reed of Edward Jones Investments, with Tony Iscandor of MFS. 

Space may be limited.