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Webinar

Financial Fitness: King Lear and the Lessons of Wealth Transfer

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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

Presenter:

Eric Magyar, Retirement Director, Central Division, Janus Henderson Investors

Register:

CLICK HERE TO REGISTER

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