Complimentary Webinars with Tonny Delumen The Ultimate Gift, Legacy Planning

About Complimentary Webinars with Tonny Delumen The Ultimate Gift, Legacy Planning

Kaiperm is working with Tony Delumen, a financial planner with MassMutual Northern California, to assist our members in protecting their assets and savings and understand the laws in place designed to shield your assets in the case of a civil lawsuit, divorce, or bankruptcy.

PRESENTATION:
WHO NEEDS AN ESTATE PLAN?

  • What is estate planning?
  • What are some of the tools used in estate planning?
  • Estate tax fundamentals — what you need to know
  • Estate planning strategies
  • Gift tax fundamentals –- what you need to know

Details:

Session 1: Thursday, December 8, 2022
Time: 12:00pm (PST)



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