David Roberts to Present at Money School 2023
David Roberts will present at Chattanooga Neighborhood Enterprise‘s Money School 2023 on Saturday, April 22, 2023. His presentation, “Real World Estate Planning Problems,” will cover important estate planning topics such as incapacity documents, powers of attorney, basic wills, and revocable trusts.
The event will feature financial professionals and in-depth workshops to educate attendees on banking basics, estate planning, retirement, and more. For more information or to register for this free event, visit the Money School website.
David Roberts is an associate in the estate planning section. He represents clients from all backgrounds with estate planning matters. He creates plans tailored to meet each client’s needs, including drafting estate and wealth transfer strategies, from simple wills and end-of-life planning to complex, multigenerational strategies. David’s personable, knowledgeable, and holistic approach to representation focuses on building relationships with each client to learn about their unique situation, enabling him to provide practical solutions. To learn more about his practice and experience, visit David’s bio.