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Common Estate Planning Mistakes | Webinar



December 16th, 2020

12:00 PM - 1:00 PM


Join Asset Strategy with O'Connell Law for an engaging Webinar to learn more about:

  • The traditional Estate Planning Process

  • The Revocable Living Trust

  • Basic Estate and Gift Tax Rules

  • Misconceptions and oversights within the process

Register Here: https://register.gotowebinar.com/register/4851979191663135755

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Advisory services offered through Asset Strategy Advisors, LLC. (ASA), Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC, Insurance offered through Asset Strategy Financial Group, Inc. (ASFG). ASFG and ASA are independent of CIS. To access Concorde’s Form Customer Relationship Summary (CRS), please click here.

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Asset Strategy does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstances.

There is no guarantee investment plans will meet its objectives.

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