Strengthen your financial position by understanding how to leverage your workplace benefits. M3 Financial’s webinar series provides you with guidance from a variety of experts within the industry.
Session Topics Include:
- Commonly made mistakes that create legal delays, tax liabilities and family conflict during wealth transfers.
- How you can plan effectively to accommodate your financial obligations, family’s needs, charitable giving or other estate planning concerns.
- Tips to engage and educate your family members for a successful transfer of assets.
Host:
Joey Capouch, Retirement Plan Manager II, M3 Financial
Presenter:
Doug Orton, Vice President and Business Development Consultant, MFS Fund Distributors, Inc.