High Net Worth Planning Workshop
High Net Worth Planning Workshop
High Net Worth Planning Workshop
Estate Planning and Recent Tax Developments
Have 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. |
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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.
East Cambridge at Your Service
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Robyn Lonardelli
AVP, Business Development Manager
Main Office, Cambridge
NMLS ID: #1068151
617.551.2451
Email Robyn