Do you lack a clear understanding of your tax and estate plan? Are you wondering if all the options available to you have been explored and your affairs are structured efficiently?  

This critical yet often overlooked component of wealth management is nuanced and complex, so we are bringing in a panel of experts on the topics to share perspectives and strategies, as well as answer your questions so you can navigate this important area with confidence.

The event is a collaborative session featuring a moderated open panel discussion with experienced professionals who will explore estate planning tools, share practical tax strategies, and highlight how coordinated advice across disciplines promotes better long‑term outcomes.