Estate Planning-Why So Important

We'll talk about some of the seismic shifts that are happening, not just in the financial services industry, but to kind of estate planning, keeping oney in your family. So we're going to talk about a little bit in estate planning how do we transfer that wealth to the next generation.

 

Soutas Financial & Insurance Solutions

333 West Shaw Avenue
Suite 106
Fresno, CA 93704

Phone: 559.230.1648
Fax: 559.230.1651

 

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