Description
Have you done everything you can to protect what you've worked a lifetime to build? Recent changes in tax law may have a direct impact on your estate plan — and now is the time to make sure you're prepared. In this educational webinar, Advisor Thomas May and Estate Planning Attorney Alexandria Goff will break down the basics, explain what's changed, and cover the critical role beneficiary designations play in passing on your assets the way you intend.
This conversation-style webinar will keep you up to date on one of the most important pieces of your financial plan. Secure your seat today — space is limited. May 20th at Noon.
Date and Time
Wed, May 20, 2026
12:00a - 1:00p PST
Location
Virtual - https://my.demio.com/ref/t0Q73fv5t5VsWzur
Note
Register at https://my.demio.com/ref/t0Q73fv5t5VsWzur