Inheritance Management (Taught by Robert Jeter, CFP , CRPC)
Location:
Webinar
Date:
Thursday, January 21, 2021 - 5:00pm - 6:00pm Are you the executor or beneficiary of an estate? Handling the death of a loved one is an incredibly difficult time. Finances can make it harder as there are a number of deadlines and things you need to know. This course will walk through various financial considerations and implications you need to be aware of to smoothly transfer assets and minimize confusion in a difficult time.
