Scroll To Top
Lodging Guide Home Page

Princeton, NJ Lodging Events

Events for Tuesday April 18, 2023


Wealth Transfer Planning - FYI Seminar - PSRC

Share:


Tuesday April 18, 2023
3:00 PM

(Hybrid – In-Person at NSK Location and on Zoom)

Tuesday, April 18 at 3:00 p.m.

This presentation will explain wealth transfer planning as it pertains to senior citizens. Topics will include ways to efficiently transfer money to spouses, family, the next generation, transfer taxes, trusts, wills, and ways you can minimize transfer taxes. Presenter Jeff Condit is a financial advisor currently based in the Merrill Lynch Princeton, New Jersey office. Registration required, no fee. https://princetonsenior.link/April-General-Programs


 

2024 Feb Today
SU M T W TH F S
1 2 3
4 5 6 7 8 9 10
11 12 13 14 15 16 17
18 19 20 21 22 23 24
25 26 27 28 29