Featured Speaker - Purposeful Trusts & Legacies

F (1.5)
F (1.5)
11:15 AM - 12:30 PM
We all know that 99+% of our clients no longer need or want a “Tax Tail Wags the Rest of the Estate Plan”. What very few financial planners and estate planning strategists know is that there is a Better Way to offer clients a more meaningful, positive and sustainable estate planning experience. It’s called Purposeful Trusts & Legacies.