Legacy Planning EVENT!

2640 South Webster Avenue,Green Bay WI 54301

07 October, 2021

Description

Legacy Planning and Appreciation Event Join us for a Legacy Dinner Event This is a dinner seminar focusing on how to leave a BIGGER LEGACY than you thought possible without sacrificing retirement. Topics will include: Trusts, wills and necessary documents What is taxable to your heirs Tools you can use to leave more and still enjoy more of your wealth Charitable giving conceptsThis is a great opportunity to learn from Matt Kowalczyk and attorney Matthew Brehmer Cornerstone is a group of professionals concerened about where our country is headed financially. We help people find certainty and clarity in their financial journey.