The Dentist's Financial Playbook: Establish an Estate Plan Aligned with Your Objectives

When:  Nov 19, 2019 from 5:30 PM to 6:30 PM (ET)
Comprehensive and complete estate plans are essential, because the transfer of assets upon death is complicated at all levels of wealth. In this webinar, Tom Bodin, CFA, CFP discusses the estate planning process and the concerns and solutions practice-owning dentists should consider. He also presents an overview of the key documents that make up a solid estate plan.
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Contact

Steve Neidlinger
717-737-4682
steve@pennagd.org