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Estate Planning Essentials Webinar

What is the State of your Estate?

What is the State of your Estate?

Please  join us on Wednesday, May 27, 2020 at 10 AM (EST) for an online presentation covering The Four Keys to Estate Planning

      ◊  Avoiding Costly Planning Errors   

      ◊  Naming Beneficiaries Correctly

      ◊  Controlling Asset Distribution

      ◊  Organizing and Planning       

Presenters: K. Orian Williams, JD, LLM 

                          - Director Advanced Strategies—Jackson National Life

                     Karen Vining, RFC, CSA

                          - Financial Advisor -  Vining Financial Services, Inc.

                      Trevor Yochum, MBA, CIMA® 

                          - Financial Advisor  - Vining Financial Services, Inc.

                                                            & Incompass Financial Partners

Securities and Advisory services offered through Triad Advisors, LLC. Member FINRA/SIPC.

Triad Advisors, LLC. and Vining Financial Services, Inc. are not affiliated.

Triad Advisors, LLC. and Incompass Financial Partners are not affiliated.

Triad Advisors, LLC and Jackson National Life are not affiliated.