Train Your Trustees

February 23, 2017 7:00pm at Rochester College

A workshop for parents and their adult children who will be handling their affairs as they age or when they pass on.

This special workshop will cover how to administer a trust, what tax forms need to be filed, filing deadlines, how to minimize taxes and what common mistakes to avoid when handling an estate. It will help you facilitate important discussions with the people who will be handling your affairs.

This event is for those with a net worth between one and five million dollars.

Please fill out the form below or contact us 248.453.5252 to reserve your place. 

705 Barclay Circle,  Suite 125 Rochester Hills,  MI 48307  |   248-453-5252

Advisory services offered through Athena Advisory Services, Inc. A Registered Investment Advisor. Tax Planning and Insurance Services offered through the Athena Financial Group.

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