On-Demand Webinar

Estate and Legacy Planning

Watch as Brian Bowen, President of Integrity Financial Planning, Inc. takes a deep dive into estate planning and wealth transfer. Throughout this Webinar, Brian will discuss tips to help to ensure your family is protected no matter what the future holds, like:

  • Why having a written plan is important
  • Key differences between Wills and Trusts
  • How a family business or charitable giving can play into your financial strategy
  • Ways your family can get involved

Schedule Your Complimentary Review!