Consider This Program with Joe Clark, CFP and Jamie Burton.
In this segment we will cover:

Estate planning documents aren't like tax returns; you don't need a history unless you need a history!
Knowing why your documents say what they do can help a court or a family member when clarification is needed. Check out Consider This Program as we discuss eliminating old records.Schedule your complimentary Next Steps meeting today!
www.yourlifeafterwork.com
800-928-4001



