About the webinar
Estate planning is a comprehensive process that involves preparing for managing and distributing your assets and wealth during your lifetime and beyond. It is a crucial step that everyone should take to ensure their financial affairs are in order, and their legacy is protected.
In this informative webinar, you will gain a detailed understanding of various wealth transfer planning opportunities that span across different generations. The session will cover multiple topics, including estate taxes, trusts, wills, and other legal tools to help you preserve your assets and minimize tax liabilities.
Our expert speaker will share practical tips and strategies to help you identify the proper estate planning solutions for your unique situation. You will learn how to evaluate your assets, develop an effective estate plan, and ensure a smooth transfer of wealth to your heirs.
Whether you're a young professional or a seasoned retiree, this session will equip you with the knowledge and tools to take control of your estate planning and secure your family's financial future. Take advantage of this opportunity to learn from the best in the business. Join us today and start your journey toward effective estate planning.
Your Instructor
Aaron W. Smith
Aaron Smith is an experienced financial advisor with 26 years of industry expertise. He holds a Bachelor of Arts degree in Sociology with a minor in Economics and a Master of Business Administration from the University of Richmond. Aaron is also a Certified Accredited Investment Fiduciary (AIF) recognized by the Centers for Fiduciary Studies. In addition to his academic and professional accomplishments, Aaron was a standout athlete, serving as a Running Back for the University of Richmond's football team. He is dedicated to helping individuals, entrepreneurs, and professional athletes achieve financial independence through prudent wealth management. Aaron prides himself on cultivating genuine connections with each client and is committed to helping them achieve their financial objectives.