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Join John G. Ullman & Associates and the Clemens Center For The Second Presentation of the “Not Dead Yet!” SeriesJohn G. Ullman & Associates and the Clemens Center are excited to announce their partnership for a three-part financial education series titled “Not Dead Yet!” – the second presentation of the series will be held on Wednesday, July 10th at 5:30 p.m. with a seminar on “Guiding My Legacy.”
The session will be led by JGUA Associate Advisor, Scott Townsend, CFP® and Associate Advisor Leyah Dauber. The pairing will cover topics that could be at top of mind in your estate and legacy planning process…
- How can I leave a legacy? How you can start planning now!
- Considerations for estate planning, ensuring your wishes are followed.
- Charitable giving considerations, how to give back, what are your options?
- What is succession planning and more!
Early registration is encouraged, as each registrant will receive a course booklet that is packed with information on estate planning, legacy planning, charitable giving, key terms and more.
This event is free, and we encourage our neighbors, friends, and loved ones to participate.
Secure your free ticket by registering:
In-Person Attendance Registration Here – ClemensCenter.org/event/not-dead-yet-guiding-my-legacy/
To facilitate the discussion, workshop participation is limited to the first 30 people to register.
Virtual Attendance Registration Here – jgua.com/not-dead-yet-guiding-my-legacy/
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Event Venue & Nearby Stays
207 Clemens Center Pkwy, Elmira, NY, United States, New York 14901
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