Princeton, NJ Lodging Events
Events for Tuesday April 18, 2023
Wealth Transfer Planning - FYI Seminar - PSRC
(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
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