Sep 16, 2024 Client Webinar: Estate Planning
Thursday, October 3, 2024 at 1 PM ET
Hosted By: James Washington, Senior Financial Advisor, Seventy2 Capital Wealth Management
Featured Speaker: Robert A. Feisee, Counsellor at Law, InSight Law
Meeting ID: 974 0354 6907 | Passcode: 339168 | Join the Webinar.
Join Seventy2 Capital and InSight Law for a discussion on estate planning, including:
- The Planning Pyramid
- Four Keys to an Effective Estate Plan
- Planning Methods
- Common Challenges
- Personal Planning Goals
- Changes to Estate Plans
- Three-Step Strategy
- Appropriate Assistance
Please send questions to info@seventy2capital.com.
IMPORTANT PARTICIPANT INFORMATION. This event is educational in nature – no company specific products will be discussed. The webinar you will be registering for will be hosted by Wells Fargo or an affiliate, but will be delivered on a third-party platform and may include invited non-affiliated guest speakers. Other participants will be able to see your name or image if you provide it when signing into the event. Please review our privacy and security policies: https://www.wellsfargo.com/privacy-security. Please also review the terms & conditions for the third party website hosting the event. We do not endorse and are not responsible for the content, links, privacy policy, or security policy of this website. If you have any questions or concerns please contact the sender of this invitation.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Seventy2 Capital Wealth Management is a separate entity from WFAFN.