You’ve Inherited, Now What?
Melissa Joy, CFP®, founder of Pearl Planning, along with Alexa Kane, CFP®, and Melissa Fradenburg, Pearl Planning financial advisors, 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
If you are interested in this topic but don’t have this time available? No problem! RSVP and we will send you a replay.
Need to chat now about your personal situation? Here are links to schedule a call with one of our team members:
Schedule a call with Melissa Joy
Schedule a call with Melissa Fradenburg
Schedule a call with Alexa Kane
Melissa Joy, CFP®, CDFA® is the President of Pearl Planning and a Wealth Advisor for Raymond James Financial Services. Reach out for a call today at 734.274.6744.
8031 Main St. Suite 302 Dexter, MI 48130