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 […]
Join us for our webinar, "The Power of Planning to Protect Your Pot of Gold" on Tuesday, March 12 at 9:00am. Let Estate Planning be your lucky charm...Smart planning is the key to ensuring that your hard-earned pot of gold remains intact. Review strategies to help you protect your assets for the future with […]