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DTSTART;TZID=America/New_York:20240501T120000
DTEND;TZID=America/New_York:20240501T130000
DTSTAMP:20260412T055713
CREATED:20240424T141909Z
LAST-MODIFIED:20240424T141909Z
UID:43430-1714564800-1714568400@studymanuals.naifa-florida.org
SUMMARY:Maximizing Wealth: The Importance of Coordinating Financial Assets with the Estate Plan
DESCRIPTION:WEDNESDAY\, MAY 1\, 2024\n12 PM EASTERN\n\nThis webinar will delve into the intricate relationship between financial assets and estate planning. Working with clients to effectively coordinate financial assets can assure that value is maximized and asset protection is enhanced. The webinar will review strategies to coordinate estate planning with various types of financial assets\, including investments\, real estate\, retirement accounts\, insurance\, and other assets. We will discuss how to align financial assets with estate planning objectives. \n \n\n  \nTHIS WEBINAR IS COSPONSORED BY
URL:https://studymanuals.naifa-florida.org/event/maximizing-wealth-the-importance-of-coordinating-financial-assets-with-the-estate-plan/
LOCATION:ZOOM
CATEGORIES:Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
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