Leaving a Legacy - Fundamentals of Estate Planning

June 20, 2023

Leaving a Legacy - Fundamentals of Estate Planning

Video Transcript

Speaker: Simone Devenny, Regional Vice President

Exclusive Live Webinar for our Partners

Simone Devenny: Hi, I'm Simone Devenny. I'm a Regional Vice President based in California with Wealth Enhancement Group. As a graduate of Boston College Law School. I've spent over 20 years advising clients in matters related to estate planning. And here in my current role at Wealth Enhancement group, I very much enjoy working with clients to help them create lasting legacies.

Leaving a Legacy - Fundamentals of Estate Planning

You're invited! Live webinar, June 29th 3 PM ET

Simone Devenny: I hope you'll be able to join us for our upcoming webinar, Leaving a Legacy - The Fundamentals of Estate Planning. I'll be joined by Andy Hamil, President of Wealth Enhancement Trust Services for an estate planning overview.

Simone Devenny: We'll talk about why estate planning is important and how trusts can help reduce estate taxes. We'll also talk about the responsibilities of a trustee and why a client might need one. And finally, we'll help you identify clients who might benefit from an estate planning conversation.

Receive CE Credit for attending!

Simone Devenny: We're offering this webinar for CFP CE credit. So save the date: Thursday, June 29th, 3 PM, Eastern Noon, Pacific. And we'd love for you to register now. Thanks so much.

Leaving a Legacy - Fundamentals of Estate Planning

With Wealth Enhancement Trust Services President Andrew Hamil, JD and Regional Vice President Simone Devenny, JD

The Importance of Estate Planning

How Trusts Reduce Estate Taxes

Responsibilities of a Trustee

How to Identify Clients

Produced with Vocal Video