Lighthouse Financial Seminar: Four Keys to an Effective Estate Plan
Lighthouse Financial 370 Interlocken Blvd., Suite 525, Broomfield, CO, United StatesThe Truth About Estate PlanningTM Series Four Keys to an Effective Estate Plan October 26, 2016 1:30-3pm Workshop 2 of 3 In this second workshop we discuss the keys to consider when determining what type of planning is best for you. We explore the importance of personalized counselling, proper asset ownership, a formal review process…