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Oct 1, 2019

Ask The Expert: Family Meetings

Do you understand your aging parents’ wishes for their legacy? Are your adult children familiar with yours? An important step of the legacy planning process is the family meeting. These meetings can help to ensure that all family involved is on the same page and understands each family members’ wishes and expectations for their legacy. Please join us on Tuesday, October 1st, as Bob Mauterstock, CFP® discusses the importance of the family meeting and provides tips on conducting the most effective meeting possible.


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