Financial Planning for Retirement and Estate Issues (In Person)

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Program Description

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Robert Martino of Ameriprise Financial will discuss why is it important, the professionals you may want to meet and the documents you will want to learn more about. You'll also learn the benefits of engaging in estate planning, asset protection and annual gifting strategies to you, your family, your charities and your taxes and how does Estate Planning help a person remain in control of their savings and their legacy.