As Wealth Consultants exclusively for the Life Science Industry, we believe an Estate Plan is one of the cornerstone foundational pieces of a family’s overall financial plan. We recommend EVERY family has one.

Only 42% of American households have at least a basic Estate Plan. That number drops to an alarming 5% for professionals in the Life Science Industry.
We are here to discuss items such as;
-What assets to consider
-Estate Planning mistake
-What steps to take
-What has changed recently
-Effects on blended families
-Much More…

Join LSW’s Founder Chris Sarlo along with MacMillan Metro’s Lawrence Jacobs to discuss this cornerstone piece.

Zoom ID 861 6584 4271
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