Join us for a free virtual event to learn the basics of estate planning and the latest on the Biden Administration’s tax changes. Discover answers to questions like where to begin, who to include, and how to define your legacy.
Towards the end of our session, you’ll have the opportunity to get your questions answered by an estate planning expert and financial advisor.
If you can’t attend the workshop, you may still request a free estate planning guide to help you get organized.
Megan E. O’Rourke, Partner, Teeters Harvey Marrone & Kaier LLP
Bryan P. Tracy, CFA, CFP®, CLU®, Vice President & Director of Financial Planning, The Haverford Trust Company