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Client Webinar: Estate & Legacy Planning

Client Webinar: Estate & Legacy Planning

Thursday, June 12, 2025 at 7:00 PM ET

Hosted By: James Washington, Senior Financial Advisor, Seventy2 Capital Wealth Management
Featured Speaker:­­­­­­­­­­­­­ Karen Drancik, Senior Vice President , Neuberger Berman

Meeting ID: 993 0605 6754  |  Passcode: 405543  |  Join the Zoom meeting.

Join Seventy2 Capital and Neuberger Berman to discuss estate and legacy planning. Topics will include:

  • How Every Family Can Prepare
  • Anticipating the Unexpected
  • Surviving the Spouse Checklist
  • Family Love Letter
  • Family Check-up

 

Please send comments and questions to info@seventy2capital.com.

IMPORTANT PARTICIPANT INFORMATION: The webinar you will be registering for will be hosted by Wells Fargo or an affiliate, but will be delivered on a third-party platform and may include invited non-affiliated guest speakers. Other participants will be able to see your name or image if you provide it when signing into the event. Please review our privacy and security policies: wellsfargo.com/privacy-security.

Please also review the terms & conditions for the third-party website hosting the event. We do not endorse and are not responsible for the content, links, privacy policy, or security policy of this website.