Vendor Platform
Achieving a client’s financial well-being goals requires a varied and personalized approach though a combination of tools can serve to fortify anyone’s financial future. We discuss the critical trifecta of estate planning, wills and insurance on mitigating risks and protecting assets.
All CPAs
Basic
$5.00 - Member
$15.00 - Nonmember
Note: Online pre-registration will close on June 17 at 8:30 AM.
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