Legacy for your Heirs and Charities
OrganizerRobert Johns Director of Marketing Robert@RosenthalWealthManagement.com
PresenterLarry Rosenthal / JIm Samuels
Join us as “Making Money Sense” radio host, Larry Rosenthal, and Jim Samuel, founder of DCS Financial, host a special daytime event for you and your guests. This session focuses on Legacy Planning - going from taxable to tax-free and enhancing your estate for heirs and charities. Additionally, they will cover timely economic issues as well as specific financial sectors potentially impacting your portfolio. The program is 90 minutes and light refreshments will be served.