Northern Bank Seminar: Planning for the Future with Estate Strategies & Trust Solutions

Northern Bank Seminar: Planning for the Future with Estate Strategies & Trust Solutions

Join Northern Bank for this complimentary seminar, “Securing Legacies: Planning for the Future with Estate Strategies & Trust solutions.”

Available to anyone interested in bettering their financial literacy in estate planning and trust solutions.  

Full Details & Registration

Key topics covered in the seminar include:

  • Importance of Estate Planning
  • Multigenerational Planning
  • Key Questions for Legacy Planning
  • 2025 Tax Exemptions & Gift Rules
  • Estate Tax Strategies
  • Advanced Estate Planning Tools

TODO

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Date and Time

Tuesday Apr 8, 2025
5:30 PM - 7:30 PM EDT

Location

Northern Innov8

400 Presidential Way Woburn MA 01801

Fees/Admission

No Charge

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