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BEGIN:VEVENT
DTSTART:20210325T170000Z
DTEND:20210325T180000Z
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SUMMARY:King Lear\, 'Tony Soprano' and the Lessons of Wealth Transfer
DESCRIPTION:The seminar assists financial professionals and their clients in building successful wealth transfer strategies by highlighting two well-known estate battles. \n\nTopics include:\n\n- utilizing a document location system\n\n- rationalizing amounts\, timing and structures\n\n- managing estate taxes\n\n- preparing and educating heirs\n\n- appointing the right agents\, executors and trustees
X-ALT-DESC;FMTTYPE=text/html:The seminar assists financial professionals and their clients in building successful wealth transfer strategies by highlighting two well-known estate battles.&nbsp\;<br />\nTopics include:<br />\n- utilizing a document location system<br />\n- rationalizing amounts\, timing and structures<br />\n- managing estate taxes<br />\n- preparing and educating heirs<br />\n- appointing the right agents\, executors and trustees
LOCATION:Webex
UID:e.3366.1591
SEQUENCE:3
DTSTAMP:20260516T003938Z
URL:http://www.simsburycoc.com/events/details/king-lear-tony-soprano-and-the-lessons-of-wealth-transfer-1591
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