Attorney Gretchen Burgess Hosts Estate Planning Seminar

If you have questions about estate planning, please join Attorney Gretchen Burgess and Thrivent Financial Planner Joe DeCiccio on October 24, 2024, for a FREE event at The Bottle Shop in Lake Geneva, Wisconsin.

Presenters will discuss common questions and issues as it relates to estate planning and financial planning, such as trusts, deferred investment strategies, tax planning, payable-on-death accounts, and more. Full details are in this flyer here.

Light appetizers will be served beginning at 5:30pm, and the presentation will begin at 6pm.

Please RSVP by October 17, 2024. Space is limited!

To register, click here or scan the QR code on the flyer.

Published October 3, 2024