NOTEWORTHY

Practical Planning Strategies | Presented by Laly Kassa & Elizabeth Kearns, Co-Heads of Planning

 

On November 15, 2022, Laly Kassa and Elizabeth Kearns, Co-heads of Planning, presented “Practical Planning Strategies”, a one-hour session on important planning techniques for getting your financial house in order and specific strategies for today’s economic environment.

 

Important Disclosures