Join fellow alumni James Owens (Charleston), Chief Advancement Officer of the Sigma Nu Educational Foundation, and Spencer Montgomery (South Florida), Financial Advisor and Field Director with Northwestern Mutual, as they review the estate planning documents that every adult should have and the reasons for each.
Participants will learn strategies on tax savings and how to protect their loved ones as well as their legacy.
With more than 50 years of combined experience, James and Spencer will share real examples of assisting alumni with their estate plans.
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