Join Synergy Capital Solutions advisors M. Alex Burns, CFP® and Caryn Fields, CFP® as they discuss planning for your legacy.

Topics of discussion include:

• The 2017 Tax Cuts and Jobs Act

• What the upcoming changes mean for our clients

• Importance of your plan and selecting which professionals to work with

• Three things you can do now to define your legacy

• The importance of working with your professionals to have all your pieces in place