Seminars included with paid Garden admission
Speaker: Dean Billman, First Vice President – Wealth Management Fund Advisor, Morgan Stanley Smith Barney
These seminars are all firm approved with a slide show and handouts, and completely compliance approved. Let Dean answer all your financial questions for future planning.
April 6: Secure Your Legacy
This seminar presentation provides an overview of wealth planning topics: including estate tax law changes, estate planning tools, and trusts.
April 27: Preparing Your Child for College – The 529 Savings Plan
Dean will discuss various 529 savings plans and how to distribute it to your child and any immediate family member.