In-house Estate Planning 101 Workshop

By November 7, 2017 General No Comments

We had such an amazing time with all of our clients this past weekend during our in-house Estate Planning 101 Event!

Clients came and got a chance to mix and mingle with other clients and enjoy some breakfast before the workshop taught by Guy F Matthews, Esquire started. Everyone got to learn the basics of Estate Planning 101 including Wills, Powers of Attorney, Trusts and more! We’re so glad that so many of you came out to learn and had a great time doing so!

We plan to host more workshops like this in the future! Have any input on what we should talk about next?

Let us know in the comments below!



About Lisa Barram

Lisa Barram is an Elite IRA Advisor and an experienced insurance and financial professional specially trained in retirement planning, providing her clients with safe money solutions, tax-free retirement strategies, social security maximization planning, income for life, and affordable alternatives to expensive traditional long-term care insurance.

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