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Financial Planning Seminars: Get Financially Fit!

Location: 
classrooma

Seminars included with paid Garden admission

Speaker: Dean Billman, First Vice President – Wealth Management Fund Advisor, Morgan Stanley Smith Barney

These seminars are all firm approved with a slide show and handouts, and completely compliance approved. Let Dean answer all your financial questions for future planning.

April 6: Secure Your Legacy

This seminar presentation provides an overview of wealth planning topics: including estate tax law changes, estate planning tools, and trusts. 

April 27: Preparing Your Child for College – The 529 Savings Plan

Dean will discuss various 529 savings plans and how to distribute it to your child and any immediate family member.

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