Discover advanced strategies to optimize, preserve, and invest your wealth, led by professionals and designed for families and individuals looking for high-level strategies you won’t get in a standard free seminar.
TOPICS:
Will vs. Trust Legacy Preservation
Tax and Risk Management for Asset Distribution
Legacy & Charitable Giving Strategies
Plus, you’ll work through a CHECKLIST in real time—You’ll leave knowing exactly where you stand and the 3 actions to take now.
REGISTRATION REQUIRED Online by 10/8 at www.hamptonwm.com/register
Hosted By: Melissa Hampton, CFP®-HAMPTON WEALTH MANAGEMENT
*Guest Panelists:
Drew Skjoldal-NIES, KARRAS, & SKJOLDAL
Jess Weaver and Mary Hlebechuck-KETEL THORSTENSON
Kathleen Fitzgerald-Ellis-BLACK HILLS COMMUNITY FOUNDATION
*Are not affiliated with Hampton Wealth Management or LPL Financial. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
Also check out other Workshops in Spearfish, Nonprofit events in Spearfish.
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