Jan 19, 2024
We're excited to feature David Graham, the Director of Advanced Strategies at FIG, on the podcast today. David plays a crucial role in educating advisors on advanced planning concepts that go beyond day-to-day financial planning. Today, he's here to give us insights into the upcoming estate planning webinar series hosted by FIG's Advanced Strategies division.
This series covers everything from the basics of estate planning to intricate strategies involving trusts, life insurance, and tax-efficient transfers. The aim is to provide advisors with a thorough understanding of advanced planning techniques so that they can better serve their clients.
If you're curious about how advanced strategies can elevate your financial planning expertise and want to learn more, stay tuned!
Here’s some of what we discuss in this episode:
Learn About FIG: https://www.figmarketing.com