Estate Planning: Tips and Tax Considerations

This is a past event.

What are key factors to consider when putting in place an estate plan? 

The UAB National Alumni Society and Office of Planned Giving welcome Sheri Robinson (’92), CPA, CFP, AEP, in the first of a special series on estate planning. Sheri is the Managing Director and Wealth Advisor at Linscomb Williams.

During the noon webinar, Sheri will explore how you can put in place a plan that accomplishes your personal, financial, and philanthropic goals. Space is limited.

Thursday, September 10, 2020 at 12:00pm to 1:00pm

Virtual Event
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Target Audience

Alumni & Donors, Current Students, Faculty & Staff, General Public



Free (registration required)

Advancement, National Alumni Society
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