In this webinar, Laura Knolle will guide you through financial matters you may need to consider while navigating life's transition after the loss of a loved one.
Here at EP Wealth Advisors, we want to start the conversation and emphasize the importance of having a plan in place. We see the value in each person becoming educated about financial steps to be taken and how to better face times of transition that can often times be difficult and stressful.
In the presentation, Laura will be discussing the following:
As a CERTIFIED FINANCIAL PLANNER™ professional, Laura educates on all the areas of financial planning which include estate planning, tax, insurance, cash flow / retirement / goal planning, and investments.
This presentation will not only give you the foundation and a plan to tackle the financial matters now during this difficult transition, but also for you moving forward.
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Laura Knolle, CFP®, MS