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Wealth Planning LPL Financial

The Essentials of Estate Planning

Estate planning is essential to everyone's lifelong plan.  A well thought out estate plan can help you provide for loved ones wile managing taxes and ensuring that your wishes are carried out.  Learn more about estate planning strategies -- from simple wills to complex trusts -- at this free seminar.


Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

June 14, 2022

6:00p - 8:00p


Wines of the World Financial Planning Event

Get ready to socialize and sip wines from the the far and not so far corners of the world. This months wine is coming from our home state of Florida. While sipping wine and feasting on a spread of smoked BBQ we will discuss current market conditions as well as have a timely presentation on asset allocation.

January 18, 2020

11:00a - 12:30p

LPL Financial

Luncheon: Estate and Trust Planning Isn't Just for Retirees

Estate and Trust Planning Isn't Just for Retirees Planning for your estate is very important to your financial plan, and has a major impact on who receives your assets upon death and who will control the process of handling your estate. Securities offered through LPL Financial, Member FINRA/SIPC. This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material. LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. Member FINRA/SIPC.

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