Date(s) - 01/16/20
6:30 pm - 8:00 pm
St. Charles Community College
4601 Mid Rivers Mall Drive
Cottleville, Missouri 63376
PLEASE NOTE – THIS EVENT HAS BEEN CANCELLED AND WILL BE RESCHEDULED TO ANOTHER TIME. PLEASE CHECK BACK FOR MORE DETAILS.
WEALTH & ESTATE PLANNING DISCUSSION (Class #17036)
I will present as part of a panel of industry experts discussing three case studies and strategies to mitigate risk, and to incorporate extended care (long-term care) and tax efficiencies. This will be an open discussion with participation by the class encouraged.
To Register: https://www.stchas.edu/learnforlife (Class #17036)
Schedule: Weekly – Thu 6:30 PM – 8:00 PM; starting 1/16/2020, ending 1/16/2020
Supply Fee: $0.00
Location: St. Charles Community College, 4601 Mid Rivers Mall Dr, Cottleville, MO 63376
Room: SSB 1203
Instructor: Mark Ralfs
Ben An, CPA, Benjamin An & Co, P.C.
Carrie Burggraf, Director of Client Services, Home Care Assistance of St. Louis
Stephanie Martinez, Estate Attorney, The Estate Planner LLC
Mark Ralfs, Wealth Advisor & Moderator, LionsGate Advisors