Event of a Member: Commonwealth Financial Group - Matt Fleming Financial Wellness Webinar: Estate Planning 101

Estate planning can feel overwhelming, but with the right info, it’s a lot more doable. 

I’m hosting a virtual workshop called “Estate Planning 101” on July 23 from 12-1pm and I’d love for you to join. We’ll talk through some helpful strategies around finances and taxes when it comes to estate planning. 

Here’s what we’ll cover: 
• What your options are when it comes to estate planning 
• How new tax laws might impact things 
• Smart ways to reduce taxes on gifts and estates 

Feel free to share with anyone you think would find it helpful—especially young families or folks with aging parents. 

Link to Register: Webinar Registration - Zoom

Hope you can make it! 

Matt Fleming
Financial Planner
Commonwealth Financial Group

*Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA.? Any discussion of taxes is for general information purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate.