Planificación patrimonial: Qué es y por qué es importante tener un plan sucesorio

Estate planning brings peace of mind for you and your family. Don’t miss this free, virtual live session, a team of experts will explain all about:

• Estate Planning basics
• Last Will and Testament/Revocable Living Trusts
• Beneficiary Designations
• Powers of Attorney and Advance Health Care Directives

With Marc Daner, CFP, ChFC, Michelle Petrowski, CFP® CDFA®, Mark L Prendergast MS CPA CFP® CDFA®, and Michael Reynolds, CFP®, CSRIC®, AIF®, CFT-I™.