Lunch & Learn - Tompkins Financial - Build It. Protect It. Transfer It

Description

This Lunch & Learn session will focus on helping both individuals and business owners strengthen their financial foundations. The presentation will cover core financial planning principles, the importance of proactive succession planning for business continuity, and strategies for building and protecting personal and business estates. The goal is to give attendees clear, practical guidance they can apply to their long‑term planning.
Lunch will be provided by Tompkins