Beneficiary Maintenance Program Annual Client Meeting
This workshop will provide you with the changing laws that could impact your Inherited Trust.
About this Event
This required training webinar will provide you with updates on any changes in the law that could impact your Inherited Trust as well as reinforce your original education and understanding of the mechanics of your Inherited Trust.
We distribute various forms for you to complete and sign that need to be returned after the webinar.
You are welcome to invite your financial advisor, CPA to view this video with you.
Remember to click on the 2 documents below for your use.