Alfred State College and John G. Ullman & Associates are excited to announce our partnership for a two-part financial education series in 2025, beginning with a presentation on Estate & Legacy Planning on Thursday, February 27th.
The virtual session, scheduled to begin at 11 a.m., will feature and be led by Advisor and JGUA Charlotte Branch Manager Jakob Brost, CFP®, M.S. (Alfred State Class of 2021) and Associate Advisor Nathan VanBrunt, MBA.
The pairing is slated to lead a comprehensive discussion on Estate & Legacy Planning, where you’ll gain valuable insights into securing your future, protecting your assets and building a lasting legacy for your loved ones. Following the presentation, Jakob and Nathan will be made available to answer your questions during an open question and answer session.
Early registration for the session is encouraged, as each registrant will receive a virtual presentation booklet packed with information on Estate & Legacy Planning. You’ll also be sent a unique link that will give you access to the webinar and a recording of the presentation following the session.
If you have questions that you’d like to ensure get asked during the open Q/A portion of the presentation, we ask that you submit them by using the space in the registration form below. Questions on the presentation should be directed to JGUA by calling 607-936-3785 or by email at [email protected].
Once you have completed your registration, a JGUA Marketing & Communication representative will be in contact to confirm the session details. 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.
