Second marriages, blended families, beneficiaries with special needs, and financially unpredictable heirs all require more than a standard estate plan. In this Live From Philly webcast, Senior Wealth Planners Patrick Schultz and Shelby Anderson will discuss real-world stories of plans that succeeded and plans that unraveled, sharing practical strategies to help advisors guide clients through their most complex planning scenarios.
This event is approved for one hour of CFP® CE Credit.
