One Size May Not Fit All: Creating a Meaningful Legacy in Your Estate Plan
Retirement & Estate Planning
March 30, 2023
Client Insights Webinar - One Size May Not Fit All: Creating a Meaningful Legacy in Your Estate Plan with Diana Mao, Senior Advisor, Charitable Giving Program, Raymond James Trust (Canada) and Marissa Lydynia, Senior Trust Advisor, Raymond James Trust (Québec) Ltd.
Recorded March 30, 2023.