Brian Smith, CFP® joins Emory Smith, Insurance Consultant, to share estate planning concepts and advanced strategies. They dive into the basic documents everyone should have in place, understanding the differences between a will and a trust, the pros and cons of creating estate documents online, how to avoid probate, estate tax considerations, and more.
Recent Webinars
- Q1 2025 Market Outlook
- Systematizing A Firm-Wide Planning Process By Leveraging Centralized Teams And A Ticketing Workflow System
- Q4 2024 Market Outlook
- Optimizing Your Estate Plan: Concepts and Advanced Strategies
- Social Security Update
- Q3 2024 Market Outlook
- Phoenix Business Owner Roadshow
- Let’s Talk Medicare!
- Why is Financial Planning so Important?
- The Stock Market & the Economy