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.

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Hosted by Thrive Financial Partners, Apple & Odom Certified Public Accountants, & Schwartz Legacy Planning LLC