Whether it’s keeping up with trends or discussing some other topic, Wernick Financial Services is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.
More events are on the way! Check back soon for more information.
September 18, 2019
12:00p - 1:00p
Modern Estate Planning is more than just preparing a will or a trust. Complexity in the tax code, and the family business have been increasing, therefore, so have the traps and pitfalls in the Estate and Business Planning process. We will share strategies for reducing uncertainty in your long-term plans. Estate Planning and Business Planning – What you really need to know
May 22 - May 29, 2019
12:00p - 12:00p
Join me for a 3 Part Webinar Workshop designed to help business owner prepare and understand the Simple Steps to Exiting Your Business. If you missed a live event, don't worry we'll share the replay with you as well.