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
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 […]