'Successful Wealth Transfer'

prev
next

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.”

 

Comments

  1. No comments
Sign in to post a comment »