Creating Your Family Legacy

Hosted by Wilmington Trust and M&T Bank 

Join our collaborative workshop aimed at equipping business owners with the knowledge required to make informed decisions, build, and maintain wealth, and foster generational financial stability.

Together, we aim to establish a collaborative partnership by focusing on creating and preserving generational wealth.

Topic: Financial Planning
* Estate Planning for the Business Owner
* Driving Value and Realizing Value
* Phases of Wealth Transition

Register here

Please RSVP by March 13th

Maryland Live Casino
7002 Arundel Mills Circle #7777, Hanover, MD  21076

Tuesday, March 18
8:00AM - 10:00AM EST

Agenda

8:00am: Registration/Breakfast

8:30am-8:45am: Introductions

8:45am-9:45am: Discussion/Presentation

9:45am - 10:00am: Open Discussion/Conclusion

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Attire

Business Casual.