SVA Financial Group’s Tammy Koester Parks, JD will present an educational seminar for PLATO (a Learning in Retirement group) on April 22, 2019. This seminar is part of PLATO’s “Managing Your Money” course held at the Madison Senior Center. Tammy’s presentation is titled ‘Is This Your Life? Worst Case Scenario (Joe is Dead)’.
Tammy is the President of SVA Plumb Trust Company, LLC. She administers trusts and other fiduciary accounts for high net worth clients and their families. These include trusts and other individually managed accounts as well as trust services without investment management. Tammy works closely with clients to help them with their estate planning concerns and objectives.