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New Year’s Estate Planning Resolutions

Jan 25, 2017 @ 12:00 pm - 1:00 pm

Please join us for a Lunch and Learn with Sue Haberberger, JD, an attorney with Young, Moore and Henderson, PA, as she discusses Top 10 New Year’s Estate Planning Resolutions.

She will discuss making and updating your estate plan, planning for incapacity, and planning for transfer taxes. She will also discuss how to gift strategically, properly title your assets, and much more in the areas of estate planning, administration, and wealth transfer.

Wednesday, January 25, 2017 Noon – 1:00 p.m., at Baird’s Conference Room, 3600 Glenwood Avenue, Suite 200 Raleigh, NC

Featured Speaker: Susan (Sue) Haberberger, JD Attorney Young Moore and Henderson, PA

R.S.V.P. Please respond to Judie Meriweather at 919 789-5962 or jmeriweather@rwbaird.com or Jolene Miles 919 789-5963 or jkmiles@rwbaird.com by January 23, 2017. We encourage you to bring anyone who may also find this information beneficial but please reserve a seat with us for them. Hosted by: The Financial Advisors of Baird Private Wealth Management


Jan 25, 2017
12:00 pm - 1:00 pm