Description
Hosted by financial advisors Jesse Raines and Eric Tuller pelase join us for a complimentary educational workshop where Laura Tobey and Sierra Clark with Reidenbach & Associates, LLC Trust and Estates will talk about estate planning and administration, and wills and trusts. Shawn Waltz with Dunham will be talking about corporate trustees and Dunhams role and Jesse will talk about any tax implications and funding.
Date and Time
Thu, Jun 25, 2026
6:30p - 7:30p PST
Location
Plymouth Meeting Community Center
Note
Room 4
Laura Tobey, Sierra Clark, Shawn Waltz, Reidenbach and Dunham are not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by them is in no way related to Cetera Wealth Services, LLC or its registered representatives.
Cetera Wealth Services, LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.