Crossing your T's: The truth about taxes & trusts in personal planning
Date and Time
Thursday Nov 13, 2025
6:00 PM - 7:00 PM EST
Thursday November 13th 6pm-7pm
Location
Rooted Market and Bar
3510 Park Ave Blvd Suite 100
Mount Pleasant, SC 29466
Fees/Admission
Free
Contact Information
Beth Bohara
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Description
Your wealth deserves intentional stewardship. Join us as we simplify key tax strategies, trust structures, and estate planning essentials designed to protect your assets, reduce future tax burden, and support the next generation. Learn how successful families build resilient financial frameworks and why taking action early turns wealth accumulation into true wealth preservation.
Please RSVP Here
Hosted by Thrive Financial Partners, Apple & Odom Certified Public Accountants, & Schwartz Legacy Planning LLC
