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Join us for an insightful Estate and Personal Planning Lunch & Learn presentation at Holy Family.Our distinguished guest speakers include Estate Planning Attorney Richard Marone and Senior Trust Private Officer Suzanne Giuffrida, who are also trusted members of Holy Family’s advisory board.
These experts will present alongside Dawn Fleming, CFRE, Holy Family’s Director of Donor Relations and Planned Giving. Together, our team brings decades of combined experience in estate planning and charitable giving.
At this informative seminar, you will:
- gain valuable insights into various estate planning tips, tools, and solutions
- understand how to secure your future and leave a legacy at Holy Family
- learn how you can transfer wealth to your heirs and charitable beneficiaries
- get helpful tips on ways to save on taxes
Please note that this session is purely educational, with no solicitations or sales of products or services.
This event is free and includes lunch. Please register below to reserve your spot.
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Event Venue
303 Tunxis Rd, West Hartford, CT, 303 Tunxis Rd, West Hartford, CT 06032-2045, United States, Hartford
Tickets
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