Topics Covered:
Why is it important to be in control of your estate
What is estate planning
Areas for potential planning
Creating leverage, predictability, and tax-efficiency in your estate plan
Presenters:
Steve Walker CLTC ®, LUTCF
Event Details
Topics Covered:
Why is it important to be in control of your estate
What is estate planning
Areas for potential planning
Creating leverage, predictability, and tax-efficiency in your estate plan
Presenters:
Steve Walker CLTC ®, LUTCF ® – VP of Institutional Accounts at E4 Insurance Services
Brett Berg, J.D., LL.M., CLU®, ChFC® – Vice President of Advanced, Advanced Planning Retirement and Life Distribution at Prudential
This is private event for North Risk Partners only. If you are interested in having a webinar or in-person event at your firm, please contactswalker@e4.insurance.
