Guest speaker Gregory Schupra, Significance LLC; and JAEPC President Barry Malek, Trust Services, County National Bank
Photos by Mary Steinmetz
The Jackson Area Estate Planning Council held its monthly meeting Nov. 14 at Bella Notte Ristorante in downtown Jackson. Guest speaker Greg Schupra, president of Significance LLC and author of “An Unexpected Legacy: Strategies of Generosity,” presented “Successful Wealth Transfer Without Doing Harm.”
