Our Estate Planning Department continues to present a series of free virtual seminars to assist families and professionals in coping with issues related to the current health crisis, while planning for next steps in the weeks and months to follow. Our third presentation of the series entitled: “Collaboration Between Financial Professionals and Estate Planning Attorneys During COVID–19” will be provided by Caitlin McAndrews, Esq. and Jennifer Simons, Esq.
DATE/TIME: We will be airing this program on Thursday, June 25th, at NOON via our MLO Minute newsletter. Email firstname.lastname@example.org if you do not already receive our electronic newsletters.
MORE: Collaboration between financial planners and estate planning attorneys is especially important in times of significant economic and life change like that which we are facing right now. This virtual seminar will discuss the intersection between these two fields and how they can work more effectively together. The presentation will later be published on our website , Facebook , YouTube , and LinkedIn pages.