Free Estate Planning Webinar for Financial Professional Network Members

CPAs, Attorneys and Financial Advisors Join Today and You Can Access...

 

“Estate Planning. Who Needs It? Absolutely Everyone!”

Presented by Laura H. Mattia, MBA, CFP, CRPS, CDFA
Wealth Management Principal, Baron Financial Group, LLC
Wednesday, December 9, 2009 2:00 p.m. ET

In today’s turbulent economic times, it is more important then ever to ensure that your clients’ estate plans are solid and up-to-date. Whether your client is nearing retirement age or just getting started with their career, a multi-millionaire or comfortably living in the middle class, estate planning needs to be an integral part of their financial toolbox. You don’t want to miss this review of estate planning essentials by one of the industry’s most respected experts.

Join Laura as she reveals why your clients can’t afford to put estate planning on the back burner.

During this exclusive webinar, she’ll cover:

• Why absolutely everyone needs an effective estate plan
• Comprehensive financial planning objectives and effective
  relationship building
• Important considerations for spouses and family
• Simple and advanced techniques to help clients realize their dreams through planned giving

 

Register for the Equity Trust Financial Professional Network to get more details and sign-up for this exclusive webinar. Our Financial Professional Network and Online Resource Center puts you in touch with like-minded professionals. Access education and resources to establish yourself as a self-directed IRA and retirement plan expert to build your business.

Contact:
Ann Siford
Equity Trust Professional Network
440-323-5491 x255