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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.

PROGRAM CONTACT:

Yang Wang

203-622-7924

ywang@greenwichlibrary.org