Death & Taxes: The Power of a Good Plan [August]
Aug
27
6:30 PM18:30

Death & Taxes: The Power of a Good Plan [August]

  • William R. Davie Conference Center (map)
  • Google Calendar ICS

They say nothing is certain but death and taxes. Let us help you plan for both. Join us for a relaxed evening of wine, cheese, and practical guidance. This seminar will cover essential estate planning and tax strategies designed to protect your legacy, ease the burden on your loved ones, and give you peace of mind.

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5 Inheritance Traps to Avoid - Amelie's in Rock Hill
Jun
17
11:00 AM11:00

5 Inheritance Traps to Avoid - Amelie's in Rock Hill

You’re invited to a relaxed and informative Brunch & Learn where estate planning attorney, Megan Lai, and financial advisor, Jim Paolone, will walk you through the common missteps that can lead to confusion, delays, or unintended consequences when managing your financial affairs or passing assets to loved ones.

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