Our November webinar focused on Inheritance. We covered topics including:

  1. What is an inheritance?
  2. Statistics on inheritance and maintenance of funds
  3. Strategies to increase savings and financial results after an inheritance
  4. Next steps to ensure you have an appropriate game plan

Melissa Joy CFP® founder of Pearl Planning presented this 15- minute informative webinar.

If you missed our webinar, no problem, we’ve got a recording for you. Even better…here’s a cheat sheet of highlights of the webinar with the minute in the video so you can fast forward if your time is limited.

[0:01] Welcome

[0:50] Discussion Topics

[1:00] What is an inheritance?

[3:06] Strategies to help

[7:30] Potential uses of a financial inheritance

[11:47] When you inherit physical assets

[12:32] Our offer to you