MVEPC Meeting-Ask a Professional
Back by popular demand. Do you know what critical information clients should take to a lawyer when preparing their will? What can a financial planner do to save client’s money? Do we all know what questions to ask and where to send our clients for various requests? What are the rules surrounding gifts of stock? What are the estate tax loopholes? This panel discussion gives members the opportunity to ask burning questions from 4 professionals. They have all promised to give us a non-billed hour of answering as best they can. So, submit your questions beforehand or bring them with you. Please note, attending this meeting is your best chance to get your questions answered.
Estate Planning/Probate Attorney = Joe Popplewell
Accountant/CPA = Lance Fenton
Financial Planner = Joshua Rose
Charity Rep = Tyler Bringhurst
