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.

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