Keeley Companies

KeeleyLife Financial Well-Being: Legacy Planning

December 18, 2020 Keeley Companies
Keeley Companies
KeeleyLife Financial Well-Being: Legacy Planning
Chapters
Keeley Companies
KeeleyLife Financial Well-Being: Legacy Planning
Dec 18, 2020
Keeley Companies

On December 4, April Lopinot, VP of Human Resources and Leader of KeeleyLife, was joined virtually by Travis Freeman, CFP to discuss Legacy Planning. Click the link below for more information on many of the documents and resources Travis discussed.

https://www.keeleycompanies.com/single-post/keeleylife-financial-legacy-planning-resources 

Please note: This information is for educational purposes only and not to be construed as legal or financial advice. Please speak with a legal professional before making any changes to your personal situation. 

Show Notes

On December 4, April Lopinot, VP of Human Resources and Leader of KeeleyLife, was joined virtually by Travis Freeman, CFP to discuss Legacy Planning. Click the link below for more information on many of the documents and resources Travis discussed.

https://www.keeleycompanies.com/single-post/keeleylife-financial-legacy-planning-resources 

Please note: This information is for educational purposes only and not to be construed as legal or financial advice. Please speak with a legal professional before making any changes to your personal situation.