Can I bring my spouse or adult children?

Absolutely. In fact, we highly encourage it. Succession and estate planning are family matters, and having your heirs present helps ensure everyone is aligned on the long-term vision for your family’s legacy.

Do I need to bring any financial documents with me?

You do not need to bring specific account statements.

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ByJohnson Capital Planning

0 followers2 events70 total attendees

810 Dominican DrNashville, TN

Thursday, April 30 • 6 PM - 9 PM

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