High Net Worth Planning Workshop

High Net Worth Planning Workshop

Estate Planning and Recent Tax Developments

People having a meetingHave you been wondering how toprotect your finances? Join us for“Protecting Your Assets from EstateTaxes and Long Term Care Costs” toget the answers you need to protectyourself and your assets in the future.

Who should attend:

  • Rental property owners
  • Business Owners
  • Real Estate Developers
  • Business Professionals
  • Adult children of parents of significant wealth and their parents

Date: Thursday, October 26, 2023
Time: 6pm
Location: Main Office, 292 Cambridge Street, Cambridge, MA 02141
Presenter: Michelle MulvenaEsq. of Mulvena Winston P.C. Presenter: John Warren, Enrolled Agent, Medford Tax Experts.
John Warren

Seating is limited for this complimentary workshop. Reserve your space by registering online, or by calling or emailing Robyn Lonardelli at 617.551.2451 or rlonardelli@ecsb.com.

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East Cambridge at Your Service

  • Robyn Lonardelli Image

    Robyn Lonardelli

    AVP, Business Development Manager
    Main Office, Cambridge
    NMLS ID: #1068151
    Email Robyn