Join us every quarter at EstateWise, an exclusive networking and learning event hosted by Nickerson Law Group. This event is designed for professionals eager to stay informed about the latest developments in estate planning and wealth preservation.
At each gathering, we explore recent changes in laws, discuss cutting-edge strategies, and provide valuable insights to help you excel in your practice. Don't miss the opportunity to connect with like-minded peers and enhance your expertise and knowledge in the field.
Who Should Attend
Any professional who serves in the Estate Planning arena, who enjoys learning and meeting other professionals like:
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Financial Planners
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CPAs
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Bankers
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Private Trustees
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Trust Officers
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Real Estate Brokers
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Insurance Professionals
Upcoming EstateWise Events
Join us just two days after the election for a timely discussion on how the results could impact your clients.
The upcoming Presidential election could significantly impact estate planning strategies, particularly regarding the estate tax exemption. As the change of control in Congress and with the Presidency will determine future tax policies, the fate of the estate tax exemption hinges on which political party holds power in 2025. It is essential that your clients and their families stay informed and remain proactive in their estate planning, ensuring their strategies align with the shifting political landscape. Join us Thursday, November 7th to learn how you can be prepared to help them.
Location:
3801 N. Capital of Texas Hwy, Suite J220, Austin, TX 78746
Margaritas, snacks and refreshments provided.
Please RSVP to Attend.
Future EstateWise Events
Stay tuned for more information
Stay tuned for more information
