Estate Planning Essentials for Everyone [Video Recording]

National Estate Planning Awareness Week is October 16-22! Be sure to check out this recording on estate planning essentials, where Brooke speaks about essential estate planning documents. This is valuable information relevant to all of us. Let us know if you have any questions!

Click here to view the PowerPoint presentation. 

 

 

Below are the resources referenced in the presentation:

Find a CPA/PFS

PFP Consumer Content 

360 Degrees of Financial Literacy

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