What Happens to Your Financial Plan When You're Gone?

0 Views· 11/18/22

In this episode, we talk about what happens to your financial plan when you're gone. How do I ensure my financial plan continues and that my surviving spouse is taken care of? How do I set my family up for success?For more information and show notes visit: https://bwmplanning.com/episode38Connect With Us:Facebook - https://www.facebook.com/Brown....leeWealthManagement/ - https://www.linkedin.com/compa....ny/brownlee-wealth-m This information is for informational purposes only. Nothing discussed during this video should be interpreted as tax, legal, or investment advice. If you have questions pertaining to your specific situation, please consult the appropriate qualified professional.

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