Wealth & Estate Planning Seminar

Schedule

Tue Sep 17 2024 at 06:30 pm to 08:00 pm

7760 France Ave S | Bloomington, MN

Get ready to learn all about managing your money and assets at our Wealth & Estate Planning Seminar!
About this Event

Join us for an insightful wealth seminar featuring industry professionals:

Janelle Chambers, Attorney at Chandler and Brown, Ltd

Topics of discussion:

+Avoid probate +Minimize taxes +Plan for incapacity +Transmit your values

Ryan Ash, CEO, Co-Founder and Wealth Coach CFP®, CAP®, FIC, RICP®, CEPA, BFA™

Topics of discussion:

+Orchestrating strategic partnerships

+Maximize your estate’s value through holistic planning

David Schissler, Branch Manager at CrossCountry Mortgage, NMLS7119

Topics of discussion:

+Rate outlook for the rest of 2024 and 2025

+Real estate outlook for the short term

*Drink and snacks will be provided!

Location: 7760 France Ave S Suite 1010, Bloomington, MN 55435 (2nd Floor)

Chandler & Brown, Ltd.

Entirety Wealth Solutions

CrossCountry Mortgage - NMLS3029 | Equal Housing Opportunity

7760 France Ave S, 7760 France Avenue South, Bloomington, United States

Event Location & Nearby Stays:

Tickets

USD 0.00

$Kasey Hexum \/ CrossCountry Mortgage$