The Smart Legacy: Joint Strategies for Estate & Retirement Planning

An integrated CFP - Attorney seminar focused on asset protection, tax-smart retirement strategies, incapacity planning, & designing and efficient, well-structured legacy plan.
Join this collaborative talk with Matthew Danymyer, Certified Financial Planner from Comprehensive Financial Solutions and attorney Leslie DiPietro from DiPietro Law, LLC.

This is a complimentary program provided by The Institute.
This class will he held at the clubhouse.
Please contact Christi Davis, Lifestyle Manager at [email protected] with any questions.