LIVE WEBINAR!

Estate Planning Essentials

Secure Your Wealth, Protect Your Legacy 

Wednesday, January 15, 2025
4pm - 5pm PDT

Register for the 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:

  • The importance of creating and revisiting an estate plan as life evolves.
  • Understanding key roles in an estate plan and their responsibilities.
  • Updates on potential estate tax changes under the new administration, unique 2025 planning opportunities, and flexible strategies for uncertain times.
  • How to have meaningful and timely estate planning conversations with family.
  • Plus, a live Q&A session.

Register today to join us live or to receive the recording.

 

 

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