Click here to join us as we return to an in-person format for our 14th Annual Fiduciary Focus! Breakfast and lunch will be provided.
Location:
Williams Mullen's Richmond Office
Williams Mullen Center
200 South 10th Street, 15th Floor
Richmond, VA 23219
Click here to view the agenda.
Topics Include:
> Recent Developments in Wealth Planning
> Corporate Transparency Act Compliance for Fiduciaries
> Wealth Transfer Planning in a Down Market and Higher Interest Rate Environment
> SECURE Act 2.0
There is no cost to attend this event.
Continuing Education Credit: This program will be submitted for CPE and CFP credit.
Space is limited. Please register by clicking this invitation, and acceptance of your registration will be confirmed via email.
Contact: Vionne Clarke | Marketing Assistant | vclarke@williamsmullen.com