Have you been thinking or talking about downsizing/selling your home? On Tuesday, October 6 from 10:00 am – 1:00 pm, ALL Principal, Peter D. Boari, CPA joined with a panel of experts hosting a free lunch & learn covering everything you should know about planning for your future. The seminar covered estate planning, downsizing, new tax laws and financing opportunities. It was held at the Scottish Rite Masonic Museum & Library in Lexington.
