LEGACY PLANNING

Cornerstone Retirement Partners

English - September 12, 2021 17:00 - 54 minutes - 75.6 MB
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Once we have a plan to sustain our own lifetime financial needs, we want to maximize the legacy and the impact that we will leave behind for our loved ones, family, or charitable causes. Certified Financial Planner Ron Courser discusses the process, strategies, and tools available to help maximize your legacy.