ESTATE PLANNING BASICS DSA 2024 WEBINAR SERIES
In this estate planning presentation, we’ll take a look at some general estate planning concepts and strategies. While there’s no such thing as a “one size fits all” estate plan, this overview may assist you in thinking about your own estate planning needs, and may help you in determining whether you might benefit from working with a financial planning professional.
About the Presenter
Danny Lacey has been helping clients plan their financial futures with Kramer Wealth Managers since 2001. He is experienced in financial advising and also holds licenses for life and health insurance in several states. Danny studied Social Studies at Wesleyan University and earned a master’s degree in Administration and Supervision from Gallaudet University.
What Free ZOOM Webinar, limited to 500 attendees
When Wednesday, December 18, 2024
Time: 3:00 PM Eastern Zone
REGISTER NOW!
https://us02web.zoom.us/webinar/register/WN_V9c3UFgnQu6QLuInaK7m1w#/registration