Lunch & Learn- Financial Planning with Key Private Bank

Availability & Pricing
Available Tickets
11
Member Price:
$0
Non Member Price:
$0
Details
Date
Monday, Oct 24, 2022
Time
12:00PM - 1:30PM
Location
GAR/GMLS Office
40 E Elm St, Greenwich, CT 06830, USA

Gretchen Miller and David Jaeger of Key Private Bank will share ideas and strategies over lunch, to incorporate into your financial plan at the GAR|GMLS Office. Having the right plan in place as you approach retirement can benefit individuals and families over many generations by providing asset protection, tax and distribution planning, wealth transfer and legacy preservation and other wealth management strategies. Lunch will be provided.