The Legacy Lounge: Estate Tax Deep Dive

Join us for our monthly event, The Legacy Lounge - A Monthly Gathering for Insightful Conversations on Estate Planning, Family Legacies, and More!

This is an engaging evening featuring a Live Interview Recording with industry professionals, followed by an Interactive Q&A session where you'll have the opportunity to ask your own questions and gain valuable insights on this month's topic: Estate Tax Deep Dive.

Whether you're looking to dive deeper into estate planning, explore family legacies, or simply learn more in a relaxed setting, this event is designed to be both informative and interactive.

Don't miss out on a unique opportunity to engage, learn, and connect!

Our vision is to establish better financial literacy and freedom within families, ensuring their economic sustainability for generations. We aim to create legacy plans, generational wealth plans, and estate plans to prevent family conflicts when settling estates. Through this platform, we also seek to build a network, creating an ecosystem of services that supports small businesses and industry professionals.