Educational Opportunity: Demystifying Probate – A Guide for Advisors When Clients Pass Away

The death of a client can be one of the most consequential moments for an advisor and of course the client’s family. When a client passes away, financial advisors are often left navigating complex probate issues at the worst possible time.

Join us as we consult three industry professionals – an estate planning specialist, a financial advisor, and an insurance consultant to examine the process.

Register here.