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Phone (866) 804-4851
Price Free
Age Suitability None Specified

Why Everyone Needs an Estate Plan

Tuesday, Feb 5, 2013 5:30p

Schwab’s trust and estate specialists share the fundamentals of estate planning and explain how building and maintaining a thoughtful plan can help you meet your current needs, reduce uncertainty about future distribution of assets, and make life easier for loved ones.

Presented by:
Scott Simmons
Trust and Estate Specialist,
Charles Schwab & Co., Inc.

Reshell Smith, CFP®
Financial Planner, Schwab Private Client Investment Advisory, Inc.,
Charles Schwab & Co., Inc.

Created by zaina.khachadourian

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