Webinar
Financial Fitness: King Lear and the Lessons of Wealth Transfer
Date & Time:
1:00 pm – 2:00 pm
Overview:
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:
- The experts break down the most important topics to be aware of during wealth transfer
- We will share successful and unsuccessful wealth transfer stories to help shape the importance of appointing the right agents, trustees, and executors
- A look at managing estate taxes, and the implications of doing so incorrectly
Host:
Kelly Tyriver, Senior Retirement Plan Account Manager, M3
Presenter:
Eric Magyar, Retirement Director, Central Division, Janus Henderson Investors