CONNECT

Address:

2400 Lakeview Parkway, Suite 550
Alpharetta, GA 30009

Phone:

(678) 647-8040

Fax/Other:

678-935-3990

Transitioning Family Assets

Transitioning Family Assets

Sunday, November 11, 2018

12pm - 1:30pm

Topics Include:

  • Navigating Transitions - Ways Assets are Transferred
  • Estate Planning in Life - Healthcare Directive and Power of Attorney
  • Preparing for Transitions with Estate Documents - Trusts and Wills

Marietta First Baptist Church Joy Luncheon                                                  (age 55and over)

148 Church Street, Marietta, GA

Lunch provided; please RSVP with Kelly Gallimore by Thursday, November 8

kgallimore@consiliumassoc.com

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck