Description
Join the advisors of Triple Crown Financial as we discuss 1 of the 5 cornerstones of our comprehensive financial planning approach - Wealth Transfer. Additionally, we are thrilled to be welcoming our guest speaker, estate attorney, Cheryl E. Bruner from Pitt & Emison to cover the ins and outs of Estate Planning.
THIS WILL BE AN IN PERSON EVENT OFFERED AT THE RESIDENCE INN BY MARRIOTT EAST/OXMOOR IN LOUISVILLE, KY. Space will be limited to first come, first serve reservations.
For a comprehensive review of your personal situation, always consult your tax and/or legal advisor. Neither Cetera Investment Services LLC nor any of its affiliates offer tax or legal service.
Date and Time
Tue, Apr 22, 2025
12:30p - 1:30p EST
Location
Residence Inn Louisville East/Oxmoor - Meeting Room
Note
Event will be on first come first serve basis with limited seating. Event registration will close 3 days prior to the event. Q&A will be available at the end.