Join us for an exclusive afternoon of best practices, advice and benefits of estate planning from legal and financial planning specialists, Chaylene Gallagher and Mark Claffey. Our expert guests will share how a gift in your will can help you achieve your legacy plans while maximizing your tax benefits before the seminar is opened for a question and answer period.
You will also hear from the University Hospital Foundation’s Chief Development Officer, Sean Price, on the importance of estate giving and the life-saving impact giving a charitable gift in your will can have for generations to come.
Presented by
Virtual Estate Planning Seminar – October 25, 2023 – Formstack
This Virtual Estate Planning Seminar will feature
Chaylene L. Gallagher
Mark Claffey
Sean Price
Partner
Bryan & Company LLP.
Investment Advisor
Edward Jones
Chief Development Officer
University Hospital Foundation
Register today for this opportunity to learn how you can start estate planning and leave a lasting legacyto health and healthcare through your will. We look forward to seeing you at ourVirtual Estate Planning Seminar.