Broker Check
01 Nov
Preparing Heirs - Addressing Gaps in Loved Ones' Fiscal Knowledge


This Talk introduces the concept of educating heirs, including the non-financial spouse, so that the transition of inheriting goes smoothly.  We will discuss the do's and don'ts of educating heirs that Eric has seen over the last 25 years.  This Talk has been popular among attendees due in part to the interactive discussion that takes place.  Seating is limited.

Date and Time

Mon, Nov 01, 2021

11:30a - 1:30p EST


Fernandina Beach

Pogo's Kitchen
1408 Lewis St
Fernandina Beach , FL 32034
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