Estate Planning Seminar: Wealth Transfer Strategies
to
Timarron Country Club 1400 Byron Nelson Pkwy., Southlake, Texas 76092
Provident Financial Planning
Seminar invitiation
Join Provident Financial Planning & Provident Legal Counsel for a legacy planning seminar to better understand wealth transfer strategies to accomplish your goals and build your legacy. Presented by duel-credited attorney and CPA, Zachary J. Montgomery, JD, CPA, CFE, managing member of Provident Legal Counsel, PLLC and CFO of Provident Financial Planning, LLC, this presentation will help you minimize or eliminate federal income tax now and federal estate tax at death to maximize your wealth transfer strategy.
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