Register today for the June 17th CE Program with Chris Scolari, Top 10 mistakes made in Estate planning (1 CE)
NAIFA Members: FREE | Non Members: $25
The most common estate planning mistakes, errors, and omissions are often matters of oversight and/or incomplete coordination among financial assets and estate planning documents. Other common mistakes involve a failure to keep the estate plan current and up-to-date. This one-hour seminar will introduce attendees to these concepts and the risks they pose, as well as efficient means of preventing these issues from arising – and ways to address such potential issues before they cause unintended negative consequences for clients, friends, or family members.