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.
Light refreshments will be provided. Seating is limited.
May 20 & 21, 2026
6:00 PM — 7:30 PM
Shoreview Community Center
Partner & Advisor
Advisor & Director of Planning
Advisor
Partner & Advisor
Partner & Advisor
Fill out the form and we'll be in touch to confirm your spot. Seating is limited.