14
Sept
Your Legacy, Your Plan: Best Practices and Common Pitfalls to Avoid
Description
In this Lunch and Learn you will learn about:
-
- Learn the key components of an effective estate plan and how they align with your overall wealth strategy
- Understand common (and costly) estate planning mistakes – and how to avoid them
- Explore real-world scenarios that highlight planning opportunities and unintended consequences
Date and Time
Mon, Sep 14, 2026
12:00p - 1:00p CST
Location
Unified Legacy Advisors
17002 Marcy St
Ste 120
Omaha ,
NE
68118-2933