A smart plan for tomorrow
lets you enjoy today more.
Our Compass Seminar Series Will Help Navigate Your Way.
Knowing you have a smart plan to navigate whatever tomorrow holds can allow you to approach each day with more enthusiasm and optimism. To learn how to chart your own path, join us for our Compass Seminar Series. Don’t Miss the final Seminar of the series of four informative seminars designed to empower you to take charge of your future.
Optimizing Your Estate Plan
Presented by Joseph Mathis of Mathis Law
Tuesday, October 31 – 1:30 p.m.
Topics will include:
- Why your estate plan should change as your life changes.
- How changes in the tax laws and tax codes could affect your estate.
- Ways to ensure the important people in your life will be cared for.
- Learn how to fulfill your philanthropic and personal legacy goals.
Space is limited. R.S.V.P. for as many in the series as you like by filling out the form on this page or by calling 410-489-3037 to reserve a spot for yourself and a friend. Small bites and refreshments will be served.