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Thursday, October 15, 2026

McLean and Me | Hot Topics in Estate Planning


Estate planning is a complex web that involves balancing legal considerations, wealth management goals, and philanthropic wishes. Untangle the web of trusts, probate laws, asset growth and charitable giving strategies with our panel of experts – so that you can make informed decisions about your financial future. You’ve worked hard to enjoy your retirement; now is the time to plan your legacy. Join us to learn how to protect your assets, reduce your tax burdens, and support your favorite causes.

 

Featured Panel of Experts

Chris Stevenson, CFA

Founding Partner Telos Partners LLC

Attorney Paul J. Knierim

Principal Daly Perri Arnold & Knierim

 
Location: The Garmany Performing Arts Center | The Goodrich at McLean, 50 Sarah Lane, Simsbury, CT

Details

Date:
October 15

Time:
4:00 pm

Location:
The Garmany Performing Arts Center | The Goodrich at McLean
50 Sarah Lane
Simsbury, CT 06070

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