Practical guidance to help you protect the people and priorities you care about.
In this webinar series, you’ll hear from experts as they talk through estate and financial planning topics. We make complicated decisions easier to understand by breaking down common concepts, sharing real-life examples, and offering practical tips. Our goal is to help you feel more confident in your next steps.
Topics May Include:
Estate Planning Essentials (will, trust, trustees, and key roles)
Supplemental and Special Needs Trusts
How financial planning can help you reach your estate planning goals
Ways to manage risk as part of your overall financial plan
Strategies to mitigate federal estate tax liability
Explore upcoming sessions, catch up on recordings, and return here anytime for the latest links and updates.
Don't miss our upcoming sessions by using the links below:
Missed a session? No problem! You can watch any of your previous webinars by selecting the links below:
Frank Mulé, JD, Vice President
Estate Settlement & Trust Termination Officer
Moderator: Susan Daileader, CFP®, CLTC,
Vice President, Advanced Planning Consultant
| Not Insured by FDIC or Any Other Government Agency / Not Rockland Trust Guaranteed / Not Rockland Trust Deposits or Obligations / May Lose Value |
