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Please join us for an informational presentation on how your estate plan can include surprising but significant benefits.
Jacqueline Barker is a Mount Mary double-alumna, ’19 BS in Business Administration, ’23 MBA, whose work with Fidelity Investment guides clients through developing comprehensive financial plans, tailored to their risk tolerance, investment allocation, and short- and long-term goals. Jaci will share tips on maximizing your estate plan to benefit you today and your loved ones tomorrow. Information only, you need not be a Fidelity customer to attend!
Email [email protected] to RSVP
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Event Venue & Nearby Stays
9525 W Burleigh St, Milwaukee, WI 53222-0001, United States, Wauwatosa, United States
