Blalock Walters invites you to join us as Estate Planning attorney Jenifer Schembri, Florida Board Certified in Tax Law; Certified Public Accountant, presents informative seminars on “The Essentials of Estate Planning” and “Exit Planning Strategies”. These free seminars will be held at Blalock Walters, 802 11th Street West, Bradenton, FL, 34205.
The Essentials of Estate Planning:
Wednesday, December 10th, 5pm
Thursday, January 22nd, 5pm
- Do you need a Trust or Will?
- How should you title your assets?
- Protecting your assets for your family
- Estate and Gift Tax Planning under the new laws
Exit Planning Strategies:
Tuesday, December 2nd, 8am
Thursday, January 8th, 8am
- What is an Exit Plan?
- Ingredients of a Successful Exit
- The Seven Step Exit Planning Process
For more information or to RSVP, contact Jill McGarry at email@example.com or 941.748.0100.