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
Melissa Joy, CFP®, CDFA® is President and Wealth Advisor at Pearl Planning. Reach out for a call today at 734.274.6744.