Join JGUA & Keuka College For an Estate Planning Lunch & Learn Webinar!

John G. Ullman & Associates and Keuka College are excited to announce a “Lunch & Learn” session that will be held on Thursday, May 9th at 11 a.m.

The session will be led by JGUA Senior Advisor Judy Palumbo, CFP®, JD and Associate Advisor Leyah Dauber who will both be available to answer your questions on the topic of estate and legacy planning. Areas covered in the seminar could include:

  • Why you need to have an Estate Plan, the importance of Estate and Legacy Planning
  • Documents that are included in the Estate Planning process
  • What to consider when setting up your Estate Plan and more!

We encourage you to submit your questions during the registration process, however, any questions following your registration should be submitted to [email protected].

Once you have registered and submitted your questions for Judy and Leyah, your will receive an email from a JGUA Marketing & Communication representative confirming your registration. You will also receive your meeting link at that time.

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.

Get to Know Judy Palumbo, CFP®, JD – Click HERE

Get to Know Leyah Dauber – Click HERE

*By completing this registration form, you agree to receive future emails from John G. Ullman & Associates, Inc. and its employees.

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