When it comes to estate and tax planning strategies, it’s all about your long-term goals. If you are looking to navigate planning pitfalls or leave your loved ones more than memories, make sure your strategy stays focused on your goals. If you are just starting the process or wish to fine-tune your strategy, join us for this financial wellness educational seminar hosted by industry innovator, Prudential Pathways.
Prudential Pathways aims to make building a financial planning strategy less intimidating and more empowering through easy-to-understand educational programs. This seminar will cover topics like these:
- Importance of estate planning
- How assets are transferred after death
- Legal documents
- And more