Event Date
Event Date
Location
Zoom
Virtually join three expert panelists for an hour-long interactive discussion on the impacts of the new administration. Topics will include estate planning, tax codes and overall financial well-being. Questions are encouraged.
Panelists
Michael E. Hardy, CFP® with UBS
Gary K. Machado, Estate Planning Attorney with Watson & Machado LLP
Damaris L. Perez, CPA with Crowe LLP