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EBN: Estate Planning and Giving

Wednesday, November 16, 2022, 10:00 AM until 11:00 AM
This is a virtual event.

Additional Info:
Mary Gunn(s):
Mary Gunn
Virtual - Meet & Greet
Registration is required
Payment In Full In Advance Only
No Fee
Join Glenn Frank and Steve Lewis for a conversation about wills, trusts, durable power of attorney for financial decisions, health care proxy, beneficiaries, and giving. Steve is an MBA/CPA who worked in corporate finance for 40 years. He now volunteers with VITA to do federal and state tax returns for low- income older adults. Glenn has a Master's Degree in Taxation and was named "Planner of the Year" in 2019 by Massachusetts Financial Planning Assoc.