In this session, we’ll outline how trusts are used as an effective estate planning tool and what...
Estate Planning for the Mass Affluent
This is a free continuing education webinar for CFPs where we’ll talk about the differences between wills and trusts, asset titling, beneficiary designations, effective use of trust-based estate planning, and much more! We will equip you with all of the education you need to start helping your clients bridge this gap!
