Estate Planning - The Greatest Gift

About the Webinar

For many of us, the word “estate” conjures images of great wealth; we may mistakenly believe that the word belongs only to those with an abundance of wealth to be passed on to their heirs. But any adult who owns assets — young or old, married or unmarried, at any income — is the keeper of an estate. 

This webinar discusses the importance of establishing an estate plan so that you can communicate your wishes properly and outline how you want your assets to be distributed and to whom. Learn strategies on establishing an estate plan so that after you pass, your loved ones can focus on healing and life after loss instead of untangling the details of your personal affairs. 

Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Advisory services offered only by duly registered individuals through Global Wealth Management Investment Advisory (GWM), a Registered Investment Advisor. MAS and GWM are not affiliated entities. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Our firm is not affiliated with the U.S. government or any governmental agency.

  • Grant Conness

    Webinar Host - Wealth Advisor - Co-Founder of Global Wealth Management

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