10
Aug
Savvy Genrational Planning
Description
Online Webinar Presented by DAVID ROCHE RICP®, Branch Manager, VP at Cetera Investors.
Join us to Discuss Generational Planning:
Join us to Discuss Generational Planning:
- Planning For Incapacity
- Steps To Take Now So Your Family Keeps The Most Money
- Ensuring Smooth Asset Transfer To Next Generation
- Planning For Your Loved Ones & Causes You Care About
- How Your Planning & Decisions Will Affect Your Kids/ Heirs
- Creating Your Family Legacy
- Monitoring & Updating Your Strategy
Date and Time
Wed, Aug 10, 2022
6:00p - 6:30p EST