Financial Literacy Seminar #1 - Legacy & Trust Planning: Advantages & Pitfalls
Plan for the Future in the Heart of the Adirondacks Thinking about the future? The Inlet Area Business Association (IABA) invites you to a special Financial Literacy Seminar designed to help you navigate legacy and trust planning. Learn how to ensure a smooth transition to the next generation with insights from John Kalil, owner of Kalil Wealth Strategies and a valued member of the IABA community. Discover the advantages and potential pitfalls of legacy and trust planning in a friendly and informative setting. After the seminar, join John Kalil and the IABA crew at Screamen Eagle for light refreshments and engaging conversation. It's a chance to connect with fellow community members and delve deeper into the topics discussed. Hamilton County is more than just a beautiful vacation destination; it's a place where community thrives. This seminar is one of the many ways our small towns offer enriching experiences for residents and visitors alike. We hope to see you there!