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Planning Through Transitions
October 13, 2021 @ 12:00 pm - 1:00 pm
Your life is constantly changing, and your plans should too.
Dedicating time and expertise to our community is at the forefront of the Bridgeworth and Dentons Sirote culture. To celebrate National Estate Planning and Financial Planning Awareness month, we present a webinar drawing on our combined wealth of knowledge.
Just as your life and family change over time, your estate and financial plan should also evolve. But as our lives get more complicated through various transitions, how do you know the appropriate time to revisit your plan? And how should your chosen professionals work together to help implement these changes?
Moderated by Bridgeworth Partner Jeris Gaston, CFP®, CRPC®, advisors from Bridgeworth and Dentons Sirote will take part in a panel discussion addressing transitions you will likely face in different life stages and the key planning points to keep in mind, including pitfalls to avoid. In addition, we will discuss how upcoming legislation could cause further planning action.
The panelists include Tanya K. Shunnara, J.D.(Dentons Sirote Shareholder), Sarah S. Johnston, J.D., LL.M. (Dentons Sirote Of Counsel), Jonathan Millican, CFP® (Bridgeworth Director of Planning), and Jenny Sneed, CFP®, ChFC® (Bridgeworth Partner).
Wednesday, October 13th
12 pm to 1 pm
Bridgeworth Wealth Management is a registered investment adviser.
No representation is made that the quality of legal services to be performed is greater than legal services performed by other lawyers.
This webinar is made available for educational purposes only. It is intended to give you general information and a general understanding of the law, not to provide specific legal advice. The content of this webinar should not be used as a substitute for competent legal advice from a licensed professional attorney in your state. No attorney-client relationship has been formed by the presentation of the webinar.