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 firstname.lastname@example.org.