The current climate is stressful, especially when you’re looking a bear market in the face. Fiduciary wealth advisor and personal CFO Michael Evans breaks down what’s happened in past crises, the importance of peer-reviewed data, and what you should do in this current market.
But your setup for the future should be more than just investments, a good estate plan is the other half of your security. Yet many do not have these in order. Estate planning attorney Greg Garofalo will discuss why reviewing your estate plan needs to be top of mind, and what your family and clients will experience in its absence.