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Where Are Your Important Papers?

Where Are Your Important Papers?

Sponsored by:

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Peace of Mind

In this episode we focus on financial documents that are the building blocks to the development of a strong generational wealth-building plan. There are countless ways an extended family can be impacted when there are questions about the will or when there is no will at all.  Similarly, a health directive or power of attorney could be the difference in the emotional well being of a parent or sibling.  Documentation is more than just words on a page. Join us for the premiere June 3, 8pm EST. 

 

Featured Speakers

Kim Keenan, Odyssey Day

Kim Keenan

EVP & General Counsel
Odyssey Media

Michelle Profit - Estate Planning Attorney

Michelle Profit

Partner
Profit Law Firm, LLC

Gayle Hawkins - Financial Advisor

Gayle Hawkins

Financial Professional
Prudential

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