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Advocis Coffee Talks 81: Are You Letting Your Client Die Without A Will?

Advocis Coffee Talks 81: Are You Letting Your Client Die Without A Will?

Advocis Coffee Talks

About Coffee Talks

Advocis Coffee Talks are espresso-sized webinars for financial advisors, accredited by The Institute for CE credits and available exclusively to Advocis members.

In our February episode of Coffee Talks, Wilson Huang, CFP, CLU, CHS, Senior Sales Consultant at RBC Insurance, dived into the critical role of estate planning, sharing insights on how to ensure assets are distributed efficiently while minimizing taxes and avoiding the costly complications of dying without a will.

Information on registering for all upcoming Coffee Talks is being distributed to members via email. If you are a member of Advocis and not receiving these notifications, please contact us with your preferred email address and indicate that you would like to receive all member communications.

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