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Patricia, Affinity Plus Member

Upcoming Events

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High Net Worth Estate Planning

FREE
Date and Time
Mon April 20, 2026
12:00-1:30 PM
Location
Virtual

In this webinar, you will learn about the advanced estate planning techniques for handling asset protection and planning with multiple properties, business interest. We will focus on tax planning and the use of disclaimer trusts, credit trusts, irrevocable trusts, and the preservation of wealth to future generations.

A+ You. Listen! It’s a Podcast!

A+ You explores the world of finance, and goes beyond money to empower individuals to meet their goals, and enables prospering communities.