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JANUARY 25, 2023

1pm - 2pm ET

Will and estate planning: Exploring the fundamentals

For many, having conversations around estate planning can, understandably, be difficult. Learn more about how proper estate planning can help offer protection and peace of mind for you and your loved ones at every phase of life.

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Key takeaways:

Learn about the importance of having conversations about estate planning and how proper planning can offer protection and peace of mind through every stage of life. You will learn about important elements within Will and estate planning, such as what an estate is, key documents, when to review plans and roles, and questions to ask.

Previous Event - Wealth Building Strategies for Specialist Physicians

This session focuses on timely strategies that may be effective during each stage of owning a medical practice. Learn about strategies to consider when you're building and accumulating wealth, selling your practice and planning for retirement. We'll also look at strategies to help you transfer wealth to the next generation effectively.

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Topic Duration
Watch Wealth Building Strategies for Specialist Physicians 59:42 min

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