The Education Exchange Webinar Series
Emerson created “The Education Exchange” as a way to inform our clients of the issues surrounding the management of their wealth, such as our investment philosophy, estate planning, the role of retirement income, insurance needs or charitable giving.
Throughout the year we produce brief webinars on subjects we think contribute to our clients’ total wealth management. We encourage you to listen to our team members explain how these issues affect you and the common goal of achieving a rewarding retirement.
The Estate Planning Basics
Narrated by Kathy Sablone, J.D.