Wealth and Wisdom After Hours – Estate Planning Checklist
January 13, 2027 @ 4:30 pm - 6:30 pm
Wealth and Wisdom After Hours with Ian Crosby
Hosted by Andersen MD Paula Owen, this insightful session features respected advisors Allison Maher and Barbara Kimmitt, KC, who will guide attendees through the essential elements of an effective estate planning strategy. From wealth transfer and succession planning to wills, trusts, and family governance, the discussion will provide valuable insights for individuals and families looking to preserve and protect their legacy for future generations.
Agenda:
- Registration and Networking with Light Snacks
- Presentation, Fireside Chat and Q&A
- Networking
