Join Us For Our
In Person Workshop
As the landscape of wealth transfer continues to evolve, it is essential to stay informed and prepared, especially when it comes to estate planning. That’s why we are excited to invite you to our exclusive estate planning webinar, designed to provide you with insights and strategies tailored to safeguarding your family’s wealth and securing a prosperous future.
During this interactive webinar, you’ll have the opportunity to learn from our expert panel of estate planning professionals who will guide you through the intricacies of estate planning in the current millennial-focused era. Discover how to optimize your estate planning strategies, embrace socially responsible investment approaches, leverage advanced technology, and navigate potential challenges that may arise throughout the process.
By attending this webinar, you will gain valuable knowledge on:
1. TAILORING YOUR ESTATE PLAN TO MEET THE NEEDS AND VALUES OF THE MILLENIAL GENERATION.
2. INCORPORATING SOCIALLY RESPONSIBLE AND SUSTAINABLE INVESTMENTS INTO YOUR ESTATE PLAN.
3. HARNESSING THE POWER OF TECHNOLOGY TO ENHANCE AND STREAMLINE YOUR ESTATE PLANNING EXPERIENCE.
4. ADDRESSING POTENTIAL OBSTACLES AND CONCERNS IN THE WEALTH TRANSFER PROCESS.
At the end of the webinar,
You’ll have the chance to engage in a Q&A session with our panel of experts, allowing you to get personalized answers to your burning estate planning questions.