The Charlotte office will host an ACC Women's Affinity Event on Tuesday, September 8 entitled "Retirement Planning and the Legacy You Wish to Leave." Panelists will include Tanya Oesterreich, John Granzow (Granzow Consulting Group of Wells Fargo Advisors, LLC), and Holly Welch Stubbing (Executive Vice President & In-House Counsel for the Foundation for the Carolinas).
The panel will discuss the current status of the estate tax laws and mistakes that frequently occur in estate planning, as well as charitable giving ideas both during lifetime and at death. In addition, the panel will discuss preparing for retirement and disability, as well as ways to maximize investments.
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