Annual Wealth Planning Update for Fiduciaries and Advisers

8:30 a.m. Registration and breakfast
9 a.m.-1 p.m. Program and lunch

Our agenda is now live. We look forward to seeing you this October and anticipate another exciting program.

Please mark your calendars and plan to attend McGuireWoods’ annual fall seminar in Richmond hosted by the private wealth services team. With a particular emphasis on the state of Virginia, presenters will discuss current tax rates and exemptions, examine recent significant legislative developments, and provide relevant updates on important issues facing fiduciaries and advisers. Attendees will have the opportunity to network with colleagues and friends throughout the program and over lunch afterward.

We encourage participants to ask questions and provide feedback to panelists throughout the seminar.

CLE, CTFA and CFP credit applications will be made.

For more information, please contact Laura Pickert at lpickert@mcguirewoods.com.