National Estate Planning Awareness Month/Week

Posted by Valentino Sabuco, CFP®, AEP® on Oct 11, 2017 7:30:00 AM

October is the 9th Anniversary of National Estate Planning Awareness Month/Week

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Topics: Financial Awareness Month, Financial Planning, Estate Planning

CHECKLIST: Six Steps Toward Successful Estate Planning

Posted by National Association of Charitable Gift Planners on Apr 24, 2017 3:01:00 PM

Over 50% of our adult population (120 million adults) does NOT have a current or up-to-date estate plan to protect themselves and their family's assets; that can include half your family, friends, and associates.

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Topics: Financial Planning, Estate Planning, Financial Awareness Month