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BEGIN:VEVENT
DTSTART:20251118T170000Z
DTEND:20251118T180000Z
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SUMMARY:Tronconi Segarra & Assocaites: Planning with Purpose Webinar (2 of 4) 11/18/2025
DESCRIPTION:Webinar:  Planning with Purpose: Essential Estate Planning Tools and Strategies (second in four-part series)\n\nTuesday November 18\, 2025\n\nNoon   1:00pm\n\n \n\nEstate\, trust\, and life planning are essential components of securing your family's legacy and ensuring a smooth transition across generations. In this informative webinar\, we'll provide a clear overview of the crucial documents every family business should have in place from wills and powers of attorney to healthcare directives and trusts. We'll explore whether a trust is right for your situation\, and clarify the often-confused difference between succession planning and estate planning. Managing family dynamics is a key theme\, especially when emotions and expectations intersect with financial decisions. We'll also touch on retirement cash flow planning\, gifting strategies\, and provide a quick overview of federal and New York estate and excise taxes. Whether you're just beginning to think about long-term planning or looking to refine your current strategy\, this session will offer practical insights to help you protect what matters most.\n\n \n\nThere will be a live Q&A Session \n\n\n\nRegister at: https://attendee.gotowebinar.com/register/3437636748193954648?source=Amherst+Chamber
X-ALT-DESC;FMTTYPE=text/html:Webinar:&nbsp\;&nbsp\;<span style="font-size:11.0pt">Planning with Purpose: Essential Estate Planning Tools and Strategies (second in four-part&nbsp\;series)</span><br />\n<span style="font-size:11.0pt">Tuesday November 18\, 2025</span><br />\n<span style="font-size:11.0pt">Noon &ndash\; 1:00pm</span><br />\n&nbsp\;<br />\n<span style="font-size:11.0pt">Estate\, trust\, and life planning are essential components of securing your family&#39\;s legacy and ensuring a smooth transition across generations. In this informative webinar\, we&rsquo\;ll provide a clear overview of the crucial documents every family business should have in place&mdash\;from wills and powers of attorney to healthcare directives and trusts. We&#39\;ll explore whether a trust is right for your situation\, and clarify the often-confused difference between succession planning and estate planning. Managing family dynamics is a key theme\, especially when emotions and expectations intersect with financial decisions. We&rsquo\;ll also touch on retirement cash flow planning\, gifting strategies\, and provide a quick overview of federal and New York estate and excise taxes. Whether you&#39\;re just beginning to think about long-term planning or looking to refine your current strategy\, this session will offer practical insights to help you protect what matters most.</span><br />\n&nbsp\;<br />\n<span style="font-size:11.0pt">There will be a live Q&amp\;A Session&nbsp\;</span><br />\n<br />\nRegister at:&nbsp\;<a href="https://attendee.gotowebinar.com/register/3437636748193954648?source=Amherst+Chamber">https://attendee.gotowebinar.com/register/3437636748193954648?source=Amherst+Chamber</a>
LOCATION:Virtual - Register at: https://attendee.gotowebinar.com/register/3437636748193954648?source=Amherst+Chamber
UID:e.2856.8794
SEQUENCE:3
DTSTAMP:20260624T100340Z
URL:https://business.amherst.org/events/details/tronconi-segarra-assocaites-planning-with-purpose-webinar-2-of-4-11-18-2025-8794
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