Webinar:
Estate Planning
When: Monday, August 12th 2024
Time: 6:oo pm – 7:oo pm
You’re invited to MRA Advisory Group’s latest webinar on Estate Planning.
Hosted by Marco Lima, CFP®, CEO, we will discuss Estate Planning and what you need to know. There will be time for Q&A after the presentation.
Topics will include:
– Everyone tells me I need an estate plan…but why?
– Why do you think people procrastinate when getting their estate plans done?
– What is the difference between a will and a trust?
– What documents do I need?
– What is the most common mistake people make with estate planning?
Click Here to RSVP & Receive Webinar Link
There is no cost or obligation to attend. The webinar is for informational purposes only. Any materials presented and discussions should not be considered investment advice.
Advisory Services are offered through MRA Advisory Group, a Registered Investment Adviser. It is general in nature that the statements herein are not a complete statement of all information necessary for making an investment decision and is not a recommendation or a solicitation to buy or sell any security. The investments and strategies mentioned may not be suitable for all investors. Past performance is no guarantee of future results. Nothing herein, nor any attachment, shall be considered to constitute (i) an offer to sell, nor a solicitation of an offer to purchase, any security, or (ii) tax or legal advice