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Create a Lasting Legacy: Effective estate and tax planning

Wednesday, March 10, 2021
1:00pm to 2:00pm
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Online Event

Leave a legacy--Maximize the impact of what you leave to loved ones and the charities your care most about. Plan it out--Having an estate plan is one of the best gifts you can leave to your loved ones. Attend this webinar to learn more about these topics.

The presenter, Daniel C. Bollini, TIAA-CREF's Director of Wealth Planning Strategies, provides wealth transfer, estate and tax planning services for clients with the most complex needs. His estate and tax planning knowledge allow him to provide specialized advice and sophisticated planning strategies to high-net-worth families on every aspect of their financial lives.

For more information, please visit https://webinars.on24.com/client/Caltech2021webinars.