Melissa Joy, CFP®, founder of Pearl Planning, along with Melissa Fradenburg, Pearl Planning financial advisor, RJFS will discuss what to do when you have inherited assets.

This webinar features:

  • What is an inheritance?
  • Strategies to increase savings and financial results after an inheritance
  • Potential uses of a financial inheritance
  • Issues to consider if a parent passes away
  • What to do when you inherit physical assets