Join JGUA and the Clemens Center For The Second Presentation of the “Not Dead Yet!” Series

John G. Ullman & Associates and the Clemens Center are excited to announce their partnership for a three-part financial education series titled “Not Dead Yet!” – the second presentation of the series is slated to be held on Wednesday, July 10th at 5:30 p.m. with a seminar on “Guiding My Legacy” 

The session will be held in a virtual format, and will be led by JGUA Senior Vice President, Pete Winnett, CFP® and Associate Advisor Leyah Dauber. The pairing will cover topics that could be at top of mind in your estate and legacy planning process…

  • How can I leave a legacy? How you can start planning now!
  • Considerations for estate planning, ensuring your wishes are followed
  • Charitable giving considerations, how to give back, what are your options?
  • What is succession planning and more!

Early registration is encouraged, as each registrant will receive a course booklet that is packed with information on estate planning, legacy planning, charitable giving, key terms and more. All registrants will also receive a recording of the presentation shortly after it takes place.

If you have questions that you would like to ask either of our presenters during the session, we ask that you submit them using the space in the registration form below. Direct questions on the presentation should be directed to JGUA by calling 607-936-3785 or by emailing [email protected].

Once you have completed your registration, a JGUA Marketing & Communication Representative will be in contact to remit your virtual link for the session and course booklet. We hope to see you there!

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

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