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Building Your Financial Plan: A Road Map for the Future

December 4, 2019
10:30 am

Courtyard Marriott
901 Raintree Road
Mankato, MN 56001

Gislason & Hunter and CliftonLarsonAllen invite you to be their guest for a complimentary seminar on Building Your Financial Plan: A Road Map to the Future on Wednesday, December 4, 2019 at Courtyard Marriott in Mankato from 10:30 am – 3:30 pm. This estate and succession planning seminar will feature presenters and topics including:

  • Covering the Basics⁠—A Document Checklist (transfer, gifts, sales)⁠—Are all of the pieces in the right place?
  • The Tax Piece⁠—Estate, Homestead and Income
  • The Future of the Land and Business⁠—Succession Planning
  • Charitable Giving and Donor Advised Funds

In addition, there will be an Estate Planning Panel moderated by Gislason & Hunter Attorney, Wade Wacholz and includes the following panel members: Rod Mauszycki, Jim Heilman, Kaitlin Pals and Andy Willaert.

There is a social following the seminar beginning at 3:30 pm. This seminar is complimentary, please RSVP to jdonner@gislason.com.