Financial Wellness Education

A Roadmap to Estate Planning: Featuring Giarmarco, Mullins & Horton, P.C.

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Intended Audience

Webinar Description

LoVasco welcomes estate planning attorneys Ryan McNeil and John Giarmarco from Giarmarco, Mullins & Horton, P.C. to discuss how to successfully incorporate estate planning into your personal financial plan. Chris Burke from LoVasco will moderate the session.

What you will learn from this session:

The difference between a will and trust, and why you may want both
Why estate planning is necessary and best practices
The risks of not preparing an estate plan
Where to begin with your estate plan

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Webinar Presenter

Christopher Schuppe

Consultant

Retirement Plan Consulting

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Estate Planning Business Succession Planning

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