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Estate and Financial Planning for Families and Business Owners
Mar 29, 2023 04:00 PM Eastern Daylight Time - Mar 29, 2023 05:00 PM Eastern Daylight Time
Location To Be Determined
Location To Be Determined
Join us for this informative webinar that will outline the fundamentals of estate
planning. Our expert guest speakers will discuss what you need to know about
Wills and estates, trusts, powers of attorney, and considerations to keep in mind
when appointing an executor.
New Investment Opportunities in this Emerging Higher Interest-Rate Environment
Dec 12, 2022 04:00 PM Eastern Standard Time - Dec 12, 2022 05:00 PM Eastern Standard Time
Location To Be Determined
Location To Be Determined
A Virtual Presentation
Monday, December 12th, 2022 | 4:00 p.m.
For our pre-holiday seminar, I’m doing something a little different: I’ve got two presenters who will each do a 20 minute presentation. For the first time in many years, with elevated interest rates that are expected to remain higher for longer, there are a lot of fixed income, capital safe products to invest in, that don’t have the ups and downs of the stock market, while providing yields that haven’t been available for at least a decade.
So hoping you can join, we will have all the bugs sorted out on this one: promise!
Click here to register: REGISTER