Shaping the Financial Conversation with Your Family
Louies Modern, Sarasota
Evercore Wealth Management Partner Jewelle Bickford and family consultant Jacquelyn Mayfield will host a luncheon and lead a conversation on protecting and engaging our heirs.
For further information, please contact Jewelle Bickford at email@example.com or 212.849.1640.
IRS Circular 230 Disclosure:
Pursuant to IRS Regulations, we inform you that any U.S. Federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for (i) the purpose of avoiding IRS imposed penalties or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein. This information is provided for information purposes only and does not constitute financial, investment, tax or legal advice.
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