Financial Planning Insights
Johnson Financial Group Financial Advisors Webinar: Understanding Estate Planning
4 minute read time
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Guest Speaker
Joe Maier| SVP Director of Wealth Strategy, Johnson Financial Group
Your estate represents all you have worked to achieve during your lifetime so it’s important to have a plan in place that tells your story and helps ensure your legacy lives on.
During this informative session, guest speaker, Joe Maier*, will cover the basics of Estate Planning to help you get started in your planning efforts.
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Click the Webinar button below to view the recording. Or click the Presentation button to download a copy of the presentation.
* Joe Maier is not affiliated with LPL Financial or Johnson Financial Group Financial Advisors
Johnson Bank (“Financial Institution”) may provide referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
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