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FPA-LI’s Women in Finance: Estate Planning Tips and How to Become Your Clients Trusted Advisor Using Your Arsenal to Become the Trusted Advisor that Your Clients are Craving
March 19 @ 8:30 am - 9:30 am
Join us at FPA-LI’s Women in Finance:
Estate Planning Tips and How to Become Your Clients Trusted Advisor
Using Your Arsenal to Become the Trusted Advisor that Your Clients are Craving
Presented by:
Shaina Jones Magrone
Senior Counsel, Cona Elder Law
She will be discussing the essentials that every financial advisor should know about estate planning and how to use this knowledge to add value to and increase your book of business
Please join us via Zoom:
Wednesday, March 19th
8:30am to 9:30am
Please register to receive the Zoom link
Attendance is Complimentary for FPA-LI Members and Non-Members
