Join JGUA For Our Upcoming “How to Leave a Legacy” Lunch & Learn Session

John G. Ullman & Associates is excited to announce a  “Lunch & Learn” session that will be held Wednesday, September 13th from 11 a.m. to 11:30 a.m.

The session will focus on a recent JGUA presentation “How to Leave a Legacy” with a panel of JGUA Advisors leading the conversation including Senior Vice President Pete Winnett, CFP® and Senior Associate Advisor Sarah Collier, JD.

Our panel will be available to answer your legacy and estate planning questions based on the information in the booklet you will receive upon registration from our most recent presentation in the series “What I Wish I Learned in School: A Guide to Retirement”! Even if you missed the presentation, this is a great opportunity to get your general legacy and estate planning questions answered.

If you have questions that are specific to your own situation, we encourage you to schedule a consultation with one of our advisors as we may need more information to answer your questions fully and appropriately.

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