ARM Chapter 12 “Luncheon” Speaker Series
November 17, 2021
Bill Rakovitis, Financial Advisor for Educators Financial Group presented a review of what is required in planning your estate, including a great deal of helpful advice. The presentation took place on-line, via Zoom and was recorded. The recording, although started late, includes Bill’s slide show, and the Q&A session that followed. The recording is 1:11:02 long. Bill’s slide show is also available on its own as a pdf.
Members are also invited to complete the Digital Ballot to book a free consultation on planning your estate. By clicking the link on the ballot, you will entered into a draw to win a holiday gift basket from EFG.
Click this link to download the slide show:
The recording can be accessed at the link below:
This recording will remain available to members for until January 10, 2022.