Join Jose Guerra, '20 and Jim Wyss with the JPMorgan Private Bank for an insightful session on Estate Planning, where you'll gain valuable knowledge on how to protect your business and personal assets for the future.
Event Details
We are excited to invite you to an exclusive event tailored for the CBAA community!
During this event, we'll cover essential topics such as:
- The importance of estate planning
- Key strategies to safeguard your legacy
- Legal considerations and best practices
- Q&A session to address your specific questions
We hope this event will provide you with the tools and insights needed to ensure your hard-earned success is preserved for generations to come.
Speaker Profiles
Jose Guerra (Speaker) '20
https://www.linkedin.com/in/jose-guerra-cfa/
Jim Wyss (Speaker)
Questions
Sydney Ramgolam, '19
7545811063