We are honored to set the date for the 2022 Community Legacy Conference. Please join us on September 23 & 24th.
A short course to empower you and your family with a foundation of legacy planning. Coursework will be held September 23rd from 1:00pm to 5:30pm and September 24th from 9:00am to 1:30pm. Food and beverages will be served.
Prominent business professionals including attorneys, certified public accountants and financial advisers lead an eight part conference series. During each workshop, speakers will cover topics such as legal aspects of estate planning, income taxes, transfer taxes, life insurance, charitable giving, asset protection, elder law, administration of estates and trusts, and investments.
Thank you to our partners and conference committee:
Molly Bekken, Morgan Stanley
Wendy Boetticher, Everett & Boetticher, P.C.