Bragg Financial Partners with PBS Charlotte for Estate Planning Workshop
Some Gifts Keep on Giving: Maximizing Tax Savings with Grantor Trust Asset Substitutions
August 27, 2019
3rd Quarter 2019: Market and Economy
September 30, 2019
WTVI estate planning workshop on October 17, 2019, 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 Shumaker, Loop & Kendrick, LLP, and accountants from Miller McNeish & Breedlove to offer an estate planning workshop on Thursday, October 17 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. RSVP online now to reserve your seat for this free event.
