Legacy Essentials – Wealth Transfer
October 8 @ 2:00 pm - 3:00 pm
Presented by Doug Ewing
Helping your clients realize their wealth transfer goals with wealth management and planning for retirement. Understanding the importance role financial professionals play in legacy planning, as well as estate planning and beneficiary designations. We’ll consider the various concepts of legacy planning and how they can help meet specific real-life goals and, in turn, help you connect with the next generation.