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Money & Retirement
The Last Love Letter, Part 1: Planning Ahead for Your Family
Presented by RoseMark Advisors
About this webinar
Part 1 of a two-part series on what families should do after an unexpected death. RoseMark Advisors cover the financial priorities of the first 72 hours, and estate attorney Alan Roman walks through wills, trusts, beneficiary designations, probate, and the documents every family needs.
Part of the series The Last Love Letter
This session was presented by RoseMark Advisors, an AMAC partner.
The Discussion
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