Bragg Financial Partners with PBS Charlotte for Estate Planning Event
Health Savings Accounts: Desirable, Despite the Complexity
October 2, 2018Congratulations to Ben Rose, CFA!
October 15, 2018WTVI estate planning event on October 16 brings together legal, tax, and experts to answer your questions.
Bragg Financial Advisors is pleased to partner with PBS Charlotte WTVI for Estate Planning Awareness Week. Advisors from Bragg Financial will join attorneys from Johnston Allison & Hord and accountants from Miller McNeish & Breedlove to offer an estate planning workshop on Tuesday, October 16th from 9:30am to 1:00pm at the WTVI studios. Attendees will learn how they can make good financial planning decisions to reduce estate taxes, make gifts to children and charity, and make sure the right documents are in place to accomplish their goals.
PBS Charlotte hosts estate planning workshop
RSVP by October 12 directly to Linda Kempf at WTVI by calling (704) 330‑5915 or email linda.kempf@cpcc.edu. Feel free to bring a friend or forward to someone that you think might benefit from learning more.
