Planning for the Business Owner "Lunch & Learn" with Frank Huang, JD, LL.M.
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Planning for the Business Owner "Lunch & Learn" with Frank Huang, JD, LL.M.

Educational workshop designed specifically to review issues faced by closely held business owners today.

By Sponsored by New York Life & NYLIFE Securities LLC, Greater San Francisco

Date and time

Tuesday, May 13 · 12 - 1:30pm PDT

Location

New York Life | NYLIFE Securities LLC

425 Market Street Suite 1600 San Francisco, CA 94105

About this event

  • Event lasts 1 hour 30 minutes

Join us for an educational workshop, designed specifically to educate on trust planning strategies for effective wealth transfer and minimizing estate tax liabilities.

Tags

Organized by

Sponsored by New York Life & NYLIFE Securities LLC, Greater San Francisco