At the end of each month, we host an informal and educational breakfast meeting… A different advisor hosts each time, and they invite a guest speaker! Just one way we help you Live Invested!
January’s Topic is “Estate Planning, The New Tax Act & How They Affect You”
Wealth Advisor, Rob Eddins will be hosting! He’s invited J. Scott Griswold & William D. Edwards, of Hodges, Doughty & Carson Attorneys to speak! Scott focuses on representing fiduciaries and beneficiaries in trust and estate administrations, lawsuits, and conservatorship proceedings. William primarily represents individuals and families with their estate, trust, and tax planning needs.
We are excited to hear what they have to say! Join us this January for breakfast and an opportunity to learn something new!