DVW Partner, B. Terry Dunken, has been invited to speak at a Legacy Planning Seminar organized by PLANiTPOWER C.E.O. Melissa Brisbois.
Terry will be covering some common pitfalls in Legacy Planning and will be addressing some Legacy Planning misconceptions.
PLANiTPOWER is a a personal services company that provides individuals and couples with a broad picture of their financial health and offers guidance in any area that is lacking (such as proper estate plan, insurance, budgeting, etc.). Their website is: www.planitpower.com.
The luncheon is scheduled for May 17th, 2011 at the Keller Williams office located at 1650 Highway 6, Suite 350 Sugar Land, Texas 77478.
Admission is through invitation only. To request an invitation please email info@planitpower.com.
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