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Wealth Transfer Solutions Meetup

Wed, May 14

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Local Business Hub

Explore wealth transfer solutions and strategies to secure your legacy for future generations.

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Wealth Transfer Solutions Meetup
Wealth Transfer Solutions Meetup

Time & Location

May 14, 2025, 4:18 PM – 6:18 PM

Local Business Hub, New York, NY 10001, USA

About the event

Safeguard your legacy and transfer wealth wisely.

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Disclaimer:
The information provided on this website is for educational purposes only and is not intended as legal, tax, or investment advice. I am licensed to offer life, health, and annuity products in Georgia and Florida. I specialize in retirement income strategies and tax minimization approaches; however, I do not offer tax or legal advice. All recommendations are made based on the information you provide and are designed to align with your individual goals and circumstances.

 

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