PPA 3D Asset Care : Should I Update My Existing Trust Or Create A New One?

LIVE Webinar

Wednesday Jul 31, 2024 06:00 PM PDT / 9:00 PM EST

3D Asset Care programs feature a brief review of markets, current events, and a special speaker or topic. Afterward, we do a LIVE Town Hall meeting where we open the floor to questions and discussion.

Part I: 3D Asset Care : Should I Update My Existing Trust Or Create A New One?

  • What would drive the need to create a completely new trust?
  • Learn the traps to avoid when updating your trust.
  • How often should the trust be reviewed

Part II: LIVE Town Hall Meeting

After the presentation, there will be an opportunity for you to ask questions about markets, the economy, and the recent events happening in the world of finance.

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