If you think managing your financial life should be simpler and less expensive, this is the webinar for you.
Join our hosts Dina Milne, CFP® and Andrew Busa, CFP® as they examine reasons to streamline through the lenses of estate planning, tax strategy and portfolio management.
Why consolidate assets?
- Improve your work/life balance in retirement
- Coordinate RMDs more easily
- Simplify estate planning and charitable gifting
- Reduce stress at tax time
We welcome your questions—register now to attend this exclusive, live event!
Featured Hosts
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Andrew Busa, CFP® |
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Dina Milne, CFP® |