Events

Please join us for our next event for TreeLine Wealth Management clients and guests. On Wednesday July 9th we will host the next Market and Economic Update virtual call, where our guest speaker, Chris Hennessey, Wealth Planning Consultant at Franklin Templeton will present Washington Policy Update and Planning Considerations. Mr. Hennessey is a well-known and highly-regarded industry expert on income taxes and estate planning. He speaks extensively at various national and regional meetings on a variety of wealth planning management topics. He also serves as Professor Emeritus of Law at Babson College and still teaches an M.B.A. course on Wealth Management.

Agenda:

· Welcome and Introductions: Kyle Laube, Private Wealth Advisor, TreeLine Wealth Management

· Host/Moderator: Matt Dornik, Private Wealth Advisor, TreeLine Wealth Management

· Washington Policy Update and Planning Considerations: Chris Hennessey

This is alive event – there will not be a recording. Please share this with friends, family and others who may be interested. No RSVP needed.