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Loft Advisors "Secure Your Legacy" Lunch & Learn

We hope you’ll join us on September 17th, 2024 for an exclusive lunch and learn hosted by Loft Advisors and Legacy Law on the topic of estate and legacy planning. You'll learn:

  • Valuable strategies to help protect your wealth and your family’s financial future.
  • How to take advantage of the current high historic estate tax exemption before the 2025 sunset.
  • The ways trusts can protect your assets and your privacy.
  • And plenty of other insightful and practical information.

Please see the full details and RSVP below.


Full Details

  • When: Tuesday, September 17th  |  11:45 AM - 1:00 PM
  • Where: The Country Club of Sioux Falls  |  Ballroom West
  • Who: Loft Advisors clients
  • RSVP: Please RSVP below to help us get an accurate count for food.

RSVP

Please RSVP to the Lunch & Learn using the form below. (This event is for Loft Advisors clients only. There are no tickets for this event.)

Are You Joining Us For The Legacy Law Lunch & Learn?


Questions?

If you have any questions, please don't hesitate to reach out! We're always happy to help. You can message us or call our office at (605) 333-8266.

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