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What To Know About Estate Planning - CANCELED

  • Fiat Wealth Management 1905 Wayzata Blvd. E. Wayzata (map)

There is value to be had in understanding estate planning…

Whether you have been invited as a center of influence, a referral partner, someone who is in the process of finding a suitable Financial Advisor, or if you simply are looking to socialize with other motivated and successful individuals, this event is a good fit for you.

Scott and Danny are happy to present guest speaker, attorney Matthew Tramm, who will be discussing what you should know about estate planning and asset protection, how to prepare yourself and will be answering questions that any fiscally responsible person should know. Specifically, you will leave feeling confident in your new knowledge.

Come out and join Scott and Danny for cocktails, appetizers, education, and a good time at the first of many great events.

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March 18

Public Workshop - CANCELED

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March 30

Public Virtual Workshop - Taxes In Retirement 567