ISW-PEN: Estate Planning

Estate Planning Demystified!

Learn from experts on how to protect your assets while providing for your loved ones! A stellar panel of estate planners & financial experts will provide advice on:

• What is estate planning and what are the components of an estate plan?
• Why do you need estate planning? When is the right time?
• How to protect your estate from paying excessive taxes?
• The advantages and disadvantages of Wills and Living Trusts.

• Tom Flannagan, Estate Planning and Probate administration
• Kanan Sachdeva,  MBA, CFP®, ChFC® Financial Advisor
• Michael DellaMonaca, Attorney and counselor at law

PEN is a forum for likeminded professionals and entrepreneurs to network, exchange ideas and learn from other's experience. Join us for this exciting event, open to all entrepreneurs and professionals.

Also check out our page on the ISW Website, our LinkedIn page and our Meetup page. 

Contact us at PEN@iswonline.org
Ragoo Raghunathan. Kelly Mittal