TIAA Financial Essentials Webinar: Estate Planning - Taxing Matters

Discover the impact—if any—of estate, gift, generation skipping transfer (GST) and income taxes in your planning, and learn some common strategies to help leave more for your heirs.
 
Register today for this live webinar on Wednesday, November 15, from 11 a.m. - Noon, (CT).
 
Featured speakers:
 
Colleen M. Carcone, CFP®
Director, Wealth Planning Strategies
TIAA Individual Advisory Services
 
Colleen M. Carcone serves as a Director of Wealth Planning Strategies for TIAA, where she provides comprehensive wealth transfer, estate and tax planning services for clients with the most complex needs. Her tax and estate planning knowledge and background allow her to provide high-net-worth families with specialized advice and sophisticated planning strategies for every aspect of their financial lives.
 
James M. Alverson, CFP®
Director, Wealth Planning Strategies
TIAA Individual Advisory Services
 
James M. Alverson serves as a Director of Wealth Planning Strategies for TIAA, where he provides wealth transfer, estate and tax planning services for clients with the most complex needs. His estate and tax planning knowledge and background allow him to provide specialized financial advice and sophisticated planning strategies to high-net-worth families for every aspect of their financial lives.
Date: 
Wednesday, November 15, 2017 - 11:00
Location: 
N/A