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ACHE |workshops

Presented by: Sean Tucker & Taylor Kenrich

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!

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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.

Meet The Advisors

Sean Tucker FSCP®

Private Wealth Advisor

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Taylor Kenrich

Private Wealth Advisor

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Questions? Contact PlanWell@baystatefinancial.com

Welcome


Event Registration
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Workshop Admission
Each guest will receive a confirmation to their email with the event details.
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