Lunch & Learn Webinar Series: October 22

Lunch & Learn Series: October 22
1 PM ET | 10 AM PT
60 minutes
You’ve Been Named a Family Trustee or Executor – Now What?
Practical tips for family members put in the trustee or executor role
2021 Tax Policy Update - Steps You Can Consider Now to Avoid a Year-End Scramble
This session will cover financial planning and trust and estate planning


• No cost to attend 

• Opportunity for questions and feedback

• Unbiased third-party family business education 

• All participants can receive a copy of the webinar materials after the event, upon request

• All participants receive Family Business Magazine weekly newsletter, with news, tips and trends that impact your family business. You may, of course, opt out at any time.

• 60 minutes -- maximum value for time