Planning Opportunities Around the Sunset Provisions
Date: Wednesday, February 14, 2024
Time: 11:30am - 1:00pm
Location: Weymouth Country Club
Speaker: Heather Welsh and Albert Yambor of Sequoia Financial Group
The Medina County Estate Planning Council invites you to its first meeting of 2024 as we hear from Heather Welsh and Al Yambor (bios below) of Sequoia Financial Group discuss estate planning opportunites associated with the sunset provisions.
The lunch meeting will be held at Weymouth Country Club club house on Wednesday, February 14th from 11:30 - 1:00. EPC members attend at no cost while future members will be charged $25.00 for lunch.
Please RSVP to Lisa Morrison with your attendance and any dietary requests.
Heather Welsh - Sequoia Financial Group (sequoia-financial.com)
