Get Your Personal Finances in Order: Updates on Estate Planning and Tax Management

Sponsored by 

Speaker(s)

• 

  Jessica Rusnock, CFP

  Director of Wealth Management
  Verity Investment Partners
  Beaufort, South Carolina

In this practical and engaging session, veterinary professionals will gain essential insights into managing their personal finances with confidence and clarity. The lecture will focus on the latest updates in estate planning and tax management—two critical areas that directly impact long-term financial security and legacy planning. Whether you're early in your career or planning for retirement, this lecture will equip you with the knowledge to make informed financial decisions and build a secure future.

Attendees will learn:

1.How recent changes in tax laws could affect their income and investments
2. Strategies for optimizing estate plans to protect assets and support loved ones
3.Common pitfalls to avoid in wealth accumulation, distribution and transfer
4.Tools and tips tailored to the unique financial profiles of veterinary surgeons
5.The session will conclude with a Q&A segment featuring- C. Collins "Andy" Anderson, DVM, DACVS, MBA