July 15 & 16, 2026

About This Event

Join us for a focused conversation about coordinating taxes and estate planning. We'll explore how strategic tax decisions during your working years and in retirement can align with your long-term estate goals, and how to navigate the complexity of federal, state, and local tax rules alongside your legacy planning.

This isn't a sales pitch or a product presentation. It's a real conversation about real questions — hosted by our team for clients and guests who want to learn.

Dinner will be provided. Seating is limited.