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?
We welcome your questions—register now to attend this exclusive, live event!
Andrew Busa, CFP®
Dina Milne, CFP®