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Retirement Planning Series VI: Estate Planning in Retirement Part 2 - Integrating Financial & Estate Plans Online
High-net-worth clients' financial assets require particular care. Failing to integrate financial and estate plans may inadvertently derail other legacy objectives. In this presentation, we will discuss how all of your advisers (financial professionals, CPAs, lawyers) complement each other, how estate and financial planning dovetail, and the importance of a survival analysis to ensure your wishes are respected and honored.
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- Date:
- Wednesday, December 6, 2023
- Time:
- 1:00pm - 2:00pm
- Audience:
- Adult
- Categories:
- Business, Career, and Finance
- Online:
- This is an online event. Event URL will be sent via registration email.
Registration has closed.
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