Ensuring Financial Wellness: The Role of Estate Plans, Wills & Insurance
Date/Time
5/22/2024
1:00 PM - 2:01 PM Central
1:00 PM - 2:01 PM Central
Course Registration
Credits
1 Credits
Event Type(s)
Webinars
Event Description
Achieving a client’s financial well-being goals requires a varied and personalized approach though a combination of tools can serve to fortify anyone’s financial future. We discuss the critical trifecta of estate planning, wills and insurance on mitigating risks and protecting assets.
Speakers:
Richard Austin, JD, LLM, CIMA®, CEPA
Peter Kaplan
David Petoskey
Location
Webinar
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