Lunch event | You're invited: Proactive tax and asset management - why it matters?

11 April 2024

Time | 11:00AM - 2:00PM

Location | Arizona Sands Club - 565 N. Cherry Ave., Floor 5, Tucson, AZ

You are invited to join for a delicious lunch and learn event in the private dining room at the Arizona Sands Club! The event will cover broad strategies that high net worth and ultra high net worth individuals and families are deploying in these uncertain times, as well as specific local insights from our panelists. We also aim to provide insights into what proactive tax and asset management means in this context, why to pursue it, and the roles of a lawyer and wealth manager working with individuals and families in the process to reach your goals.  

The event will include a panel discussion featuring Withers wealth planning and tax attorneys, Deborah Plum and Naomita Yadav, and Empower Financial Group financial services professionals, Guy Welsh and Stephanie Kidder. They will share key steps to wealth planning and asset management, tips and hot topics and will also answer questions from attendees.

Please RSVP using the button above by Wednesday, April 3.

Should you have any questions, please reach out to our event contact, Davia Meltzer.

We hope to see you there!

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