LIVE WEBINAR!
Start the new year with clarity and confidence by joining Summitry’s financial planning team for a live webinar on Estate Planning with special guest Gary Machado, Partner at Watson and Machado and Board-Certified Specialist in Estate Planning, Trust, and Probate Law.
Date: January 15, 2025
Time: 4pm – 5pm PDT
In this interactive session, we’ll cover:
Register today to join us live or to receive the recording.