Date/Time
Date(s) - Tuesday, April 7, 2026
11:00 am - 12:30 pm
Categories
Join us for a webinar with Mariner’s Wealth Management Team. Led by Frank Hambalek, we will be presenting a conversation about wealth transfer planning, estate tax mitigation, and charitable giving.
Agenda:
- Discussing foundational Estate Planning documents and the common mistakes and remedies that are seen regularly.
- Showing how Mariner uses financial modeling to project future estate tax liability and sharing strategies to reduce or eliminate “Death Tax”
- Exploring ways that you can maximize your philanthropic impact through thoughtful charitable planning
- Explaining Mariner’s background and strategy
Attendees are encouraged to bring questions or variables to consider.
Speakers:
- Frank Hambalek, CPA, Managing Partner, Wiebe Hinton Hambalek
- Benjamin Voelker, Managing Director of Wealth Strategy, Mariner
Join us for an online webinar
Link to join via Zoom will be sent via email