Description
Join Edwin A. McKnight, LUTCF, ChFC®, Dominic Cespino, Chief Investment Officer, Samantha Jackson, REBC© Chief Technology Officer, and special guest Sonya Smith-Wright of Smith-Wright Law for this engaging complimentary dinner event. Learn strategies for financial clarity, tax efficiency, retirement income planning, and creating a lasting legacy for those you care about most.
Topics of Discussion:
• Legacy & Estate Planning: Beginning with the End in Mind
• Obtaining Financial Clarity
• Mitigating Taxes
• McKnight's Organizational Excellence
• Social Security: Now or Later?
• Building Your Mastermind Group
*By signing up for this event, you acknowledge and consent that photographs and/or video recordings may be taken during the event. These images and videos may be used for marketing, promotional, and social media purposes by the event organizers. Your participation in the event implies acceptance of this release.
Date and Time
Thu, Nov 18, 2027
6:00p - 8:00p CST