1. What You Should Know A B O U T F INANCIAL P LANNING 2. You may have come across the term “financial planning”recently and wondered what it means. You may havedecided…
1. WE AREDIFFERENTSecurities offered through Raymond James Financial Services Inc. Member FINRA/SIPC and are Not deposits, Not insured by FDIC or any governmental agency,…
1. WhatYou Need to Know About Estate Planning™ Jim Eagar Attorney & Counsellor at Law Part 1 Wednesday, October 9, 13 2. Most Estate Plans Just Don’t Work Wednesday,…
1. Life Cycle of Financial Planning Take Charge of Your Finances 2. Financial Planning Financial planningis a tool used to achieve financial success based upon the development…
Slide 1The 10 Biggest Mistakes That Physicians Make in their Investments and Business Planning Friday, July 19, 2013 9:00 am – 10:00 am Alan S. Gassman, J.D., LL.M. [email protected]…
Slide 1Todays topic: rights of spouses and children Can individuals write their spouses out of their estate plans? Does it matter whether they use a will or non-probate transfers,…