2018 Greenwich Client Estate Planning Update and Reception
October 3, 2018, Greenwich Country Club
REGISTRATION - 3:45 p.m. - 4:00 p.m.
PROGRAM/QUESTION & ANSWER - 4:00 p.m. - 5:30 p.m.
RECEPTION - 5:30 p.m. - 6:30 p.m.
This year we will focus on estate planning changes during the different cycles of life.
The program agenda is as follows:
- Tax Update after The Tax Cuts and Jobs Act of 2017
- Planning for Those in Their Earlier Years
- Planning When Circumstances Change
- Planning When You Have Enough and Are Ready to Gift
- Downsizing from Your Home
- Planning for Later in Life
We hope that you will be able to join us for this informative program.
Greenwich Private Clients Group
Cummings & Lockwood LLC
To RSVP please contact Bonnie Artinian at 203.351.4189 or email email@example.com.
Greenwich Country Club
19 Doubling Road