Transfer of Wealth Strategies & The Big Beautiful Bill
We’re excited to welcome clients and their guests to join us in person at the William Penn Inn or virtually on Zoom for an informative seminar on tax & estate planning presented by Art Werner. We’ll cover strategies for transferring wealth to the next generation to help ensure your legacy is preserved and we’ll spotlight what’s important regarding the “Big Beautiful Bill” and what you need to know.
Hosted by Jared Keller, CFP®️, Senior Financial Advisor & Carolyn Choh, Senior Financial Advisor.
Art Werner is not an affiliate of Cetera Wealth Services, LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Wealth Services, LLC or CWM, LLC.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Wealth Services LLC nor any of its representatives may give legal or tax advice.