
December 6, 2021
Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: Your estate plan isn’t complete until you appoint someone to carry out your wishes. Choosing your executor or trustee is important. Before selecting an obvious choice, such as
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April 14, 2021
Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: If you recently learned that you are a beneficiary of a deceased relative’s trust, you
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December 7, 2020
Presented by Ben Murphy, CPA, PFS™, CPFA® : Before your first meeting with an attorney to draft or update your estate plan, he or she may send you
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August 24, 2020
Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: In December 2019, Congress passed the Setting Every Community Up for Retirement
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April 17, 2019
Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: Not only are IRAs an excellent way to save for your retirement, but they can also serve
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