Join us for an exclusive Brown Table Conversation designed to empower individuals and families with the knowledge and tools needed to secure their financial future. This collaborative event brings together a trusted Estate Planning & Probate Attorney, a seasoned Tax Advisor, and an experienced Insurance Broker—each offering unique expertise to help you create a comprehensive and tax-efficient legacy plan.
Together, we’ll cover:
• The essentials of wills, trusts, and probate
• Tax strategies to preserve and transfer wealth
• Insurance solutions to protect assets and ensure financial continuity
• Real-life case studies and common pitfalls to avoid
Whether you’re planning for retirement, managing a loved one’s estate, or building generational wealth, this event offers valuable insights for every stage of life.
Bonus: estate and insurance review consultations will be available to attendees!
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Downtown Memphis, Memphis, Tennessee, United States
