Free seminar in the Interactive Gallery
Topics include: Estate Planning in Plain English, Benefits of a Living Trust; Update on tax and estate law changes; Using charitable gift planning to maximize your income and minimize your income taxes.
Presenters: Gary Zino – Wills & Trusts, Gary Zino & Company, Bill Heyser – Financial Advisor, Raymond James, David Kaplan – Certified Public Accountant, Jenny Sieg – Estate Planning Attorney, Sieg & Cole
Refreshments will be served. No solicitations will be made. Recommended for adults. Seating is limited. Reservations required.
Call 727-302-6758 or email host, Connor Davis, Leepa-Rattner Museum of Art at firstname.lastname@example.org.