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