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12 May
Leaving A Legacy: Estate Planning

Description

In keeping with the commitment to add value as your professional wealth advisory team, Oconee State Financial Services will continue our Client Educational Series by hosting its 2nd Quarter breakfast event Thursday, May 12th @ 8:30am. This upcoming May 12th event is of key interest to our clients, because it addresses the needs, desires, and financial future of loved ones and those dearest to you.

Our guest speaker, Will Thompson, focuses his legal practice on estate and asset protection planning. In addition, he assists clients with the design and implementation of business succession plans, as well as financial planning goals and objectives. Will graduated from the University of Georgia magna cum laude with a degree in Public Relations, and he then received his Juris Doctor at the Mercer University Walter F. George School of Law in Macon.  He continued his education at the University of Florida Levin College of Law, where he earned his LL.M. in Taxation. Will and his wife, Amelia, have 3 children and attend Watkinsville First Baptist Church.

*Bring a Family member and/or Friend, and join us on May 12th (1-hour, only).

Will Thompson, and James Bates Brannan Groover LLP is not affiliated with or endorsed by LPL Financial and Oconee State Financial Services

Date and Time

Thu, May 12, 2022

8:30a - 9:30a EST

Location

Oconee State Bank - Wells Family Community Room

41 N Main Street
Watkinsville , GA 30677

Note

Bring a Family member and/or Friend, and join us on May 12th (1-hour, only).

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Event Registration