Zoom Virtual Event — October 28, 2020 - NAIFA St. Louis
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Zoom Virtual Event — October 28, 2020

Zoom Virtual Event — October 28, 2020

October 28, 2020 @ 3:00 pm – 5:00 pm

Last month we met Tony Adams, Sr. and discussed the planning concerns related to his closely-held business. This month we will be transitioning to look at the estate planning, retirement planning, long-term care planning, and health insurance matters for Tony and his wife, Angela.

This program will be an interactive case study into the lives of Tony, Angela, and their family. Our goal with the program is to provide an important look at how professionals from multiple disciplines can work together to provide the best service for their clients.

Register online.

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