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.

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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