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Coffee Talks

Edition 66 – A Conversation About Life After Death

Edition 66 – A Conversation About Life After Death

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.
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In this edition of Coffee Talks, Advocis welcomed Dwayne Williams, AVP Life & Health Insurance at CAA Club Group to discuss the planning conversations that can happen in the home with a parent or parents to ensure a proper legacy, financial decisions, and documentation is in place and understood before they pass away.

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