Wealth Strategies Events

Category Listing


Return to event listing
Thursday, September 17, 2015 7:00 PM - 9:00 PM

Estate Planning 101

Learn strategies to help you avoid probate, save taxes and more.  If you own titled assets and want your loved ones to avoid court interference at your death or incapacity, consider attending this informative seminar.



Location: Sheraton Rockville Hotel, 920 King Farm Blvd., Rockville, MD. 



Speakers: Patrick Carroll, CFP and Francis Kreysa, Esq.*


RSVP:  301-990-4395 or email info@wsgmd.com


*Not an NPC Representative


Sign up for this event
*First Name  *Last Name 
*Email Address
*Phone Number 
*Type the code below into the textbox.




All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Securities offered through Triad Advisors, member FINRA/SIPC. Advisory Services offered through ACI Partners, LLC. ACI Partners, LLC is not affiliated with Triad Advisors.