Estate Planning for the Mass Affluent

November 15, 2023, 2:00 pm EST

This is a free continuing education webinar for CFPs where we’ll talk about the differences between wills and trusts, asset titling, beneficiary designations, effective use of trust-based estate planning, and much more! We will equip you with all of the education you need to start helping your clients bridge this gap!

Meet the Speakers

Matt Morris


Mike Bennett

Estate Plan Operations