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Ensuring Financial Wellness: The Role of Estate Plans, Wills & Insurance

Overview

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.

Prerequisites

None

Objectives

  • Create a comprehensive employee training program integrating retention techniques, life insurance policy management, and estate tax mitigation strategies to optimize organizational sustainability and financial planning.

Highlights

  • Employee retention
  • Business Exit Planning Insurance
  • Estate Planning

Register Now

Materials are generally available 3 days in advance of an event. Once you have downloaded the manual, we are unable to cancel your registration.

Event Code:

6291554

1 CPE Credits
Specialized Knowledge and Applications: 1 Credits

Registration

Member Price:
$5
Non-member Price:
$15

Registration is open through 01/15.

Wednesday, January 15th

4:00pm to 5:01pm

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