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Friday, April 29 • 3:00pm - 4:15pm
King Lear, Tony Soprano, and the Lessons of Estate Planning

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A well-coordinated estate plan can help you preserve what you have achieved in your lifetime and ensure that your personal wishes are fulfilled for your heirs. Join us for an important conversation on transferring wealth and passing along values to the people and causes who matter most to you. This session will be conducted by a certified financial planner (CFP). Material will be distributed at the session.

Supported by the ONS Foundation

Friday April 29, 2016 3:00pm - 4:15pm
214D 200 E Market St, San Antonio, TX 78205