Financial Professionals’ Guide to Estate Planning
Michael Sosnowski, CFP, ChFC, CLU, RICP, CSF, Director, Transamerica Advanced Markets
August 10, 2021
Let’s face it, estate planning tends to be boring, time consuming, and complex. And with the current estate tax exclusion, some financial professionals feel estate planning impacts fewer people. Truth be told, estate planning isn’t just for the wealthy — it impacts every client you have. This presentation, and the accompanying materials, will give you the fundamentals of estate planning concepts.