Forward-Thinking Estate and Financial Planning with Retirement Living - Webinar

A group of panelists discussed how to think, plan, and act in regard to your estate and financial planning with a retirement living mindset. 

Download the slideshow, and watch a recording of the conversation below.

 

Panelists

  • Chuck Rush: financial planner at McAdam Financial
  • Gale Morgan: Senior VP of Sales at The Mather, a senior living community 
  • Alison Mathey Lambeth: trusts and estates attorney

 

ACCESS THE SLIDESHOW HERE

 

Watch on YouTube

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