Recap · Wednesday, July 29, 2026
Dimensions of Estate Planning for Business Owners
Two business owners, two very different endings: an interactive evening on succession and estate planning.
- When
- Wednesday, July 29, 2026
- Where
- Jimmy's Lakeside Grill
- Pillar
- Estate & Trust Planning
- At the table
- Jeff Stephens, GVM LawCarli Ortiz, Linkenheimer CPAsJosh Sterling, Unified Advice