Please join us for the next session of our 2024 Wealth Transfer Preparation Solution Series on April 25, 2024 at 3:00 pm Mountain Daylight Time.
In this session, Sam Jones will cover the following topics! So mark those calendars now!
Topics:
*Moving beyond the Safe Deposit Box for important documents
*The benefits of using account aggregation tools and software during your life.
*Linking that little bank account in Novia Scotia
*Safety, Security and Sharing access with your Executor/ personal rep
To Register in advance for this webinar please use the link below:
