ACHE |workshops
Presented by: Sean Tucker & Taylor Kenrich
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Hello,
PlanWell has developed a holistic financial education curriculum that provides thoughtful and objective information focused on achieving personal financial goals at any stage of career or life.
We look forward to seeing you!
Estate Planning
June 18, 2025 | 12:00pm
Let’s talk about estate planning and your future. This seminar covers the basics of the estate planning process and explores some tax strategies to consider when planning for your estate. Upon completion, attendees will: • Understand the different options available in planning for an estate, • Have an overview of The Tax Cuts and Jobs Act of 2017, and • Learn about various federal gift and estate tax reduction strategies.
Questions? Contact PlanWell@baystatefinancial.com