Financial Fitness: King Lear and the Lessons of Wealth Transfer
Financial Services
Kelly Tyriver
Senior Retirement Plan Manager IIM3 Financial Service Lead
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.
Watch this month’s M3 Financial webinar recording in which the experts break down the most important topics to be aware of during wealth transfer. We share successful and unsuccessful wealth transfer stories to help shape the importance of appointing the right agents, trustees, and executors.
WATCH RECORDED WEBINAR
Length: 30 minutes
