Estate Planning Update Lunch & Learn

Event Details

Join us for a special Lunch & Learn featuring Estate Planning Attorney Dustin Horne as we discuss:

  • How the SECURE Act impacts your Estate Plan
  • What your Successor Trustee needs to know about your Living Trust
  • How to create a “digital estate plan” for your digital property and assets
  • Changes coming to the estate tax exemption rate
  • Special Q&A session with Dustin Horne

We invite you to bring a guest and kindly request that you RSVP by March 31st.

Venue

Redwood Investment Management
4110 N. Scottsdale Rd., Ste. 125 | Scottsdale, AZ 85251

Date

Thursday - April 7th, 2022

Time

12:00 p.m. to 1:00 p.m.

Map

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