GMAG attends Annual Heckerling Institute on Estate Planning

Charles Scarallo, one of our private wealth advisors, attended the 52nd Annual Heckerling Institute on Estate Planning Conference in Orlando, Florida.

This conference is the nation’s largest gathering of estate planning and financial professionals, and it is regarded as the premier conference in the field. The program brings the brightest minds in estate and financial planning together and covers timely topics. A large focus of this year’s conference was how the new tax legislation will affect planning,  and the sessions provided practical guidance for planning effectively in the current legal and economic environment.

GMAG continues to invest in the individual growth of our employees and has created a team that possesses the skills and expertise needed to adapt to changing market dynamics and client needs.