News & Announcements

Wealth Planning Seminar

posted on September 30, 2019 by Willingham & Cote

Willingham & Coté, P.C., is proud to partner with other area professionals to present a Wealth Management Planning Seminar on Wednesday, October 30, 2019, starting at 7:30 am at the University Club.  The firm is providing a complimentary breakfast buffet for the attendees starting at 7:30 am.  The seminar will start at 8:10 am and continue through 10:30 am.

The goal is to help educate our clients and the friends of our clients with an array of topics to ensure that you have finalized your estate plan to minimize costs to your loved ones and to maximize your wealth preservation.  The topics will be discussed by the estate planning and real estate attorneys from our firm as well as additional support from a local CPA, financial planner, and professional trustee.  Wealth Management involves multiple professionals and now is your time to ask questions over breakfast.

 

If you would like to attend, please call 517-324-1037 or email events@willinghamcote.com to reserve your spot.   

  • Wealth Planning Seminar

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