In this webinar, you’ll learn how an estate plan can ensure your financial assets are taken care of after your passing. We’ll discuss the key elements of an estate plan, including:
Presented by: Dennis LeFevre, Financial Consultant
Securities offered through Concourse Financial Group
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Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment
Advisor. Investments and other products are not NCUA or otherwise federally
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entities are independent of and are not guaranteed or endorsed by Concourse
Financial Group Securities, or its affiliates.
Products and services offered through Everence Trust Company
and other Everence entities are independent of and are not guaranteed or
endorsed by Concourse Financial Group Securities, or its affiliates.
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