Plan Today, Transfer Easier "tomorrow"
with Shaina Case
$16
Join estate planning attorney Shaina A. Case and financial advisor Natalie Collins as they discuss why designating the RIGHT beneficiaries (individuals, estate, trust, charities, etc.) on our assets today is important for easier wealth transfer at death.
-
LIFE*2175*600: Jun 3rd, 2026
Wed from 11:30 am - 12:30 pm