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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

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Date

May 06 2021

Time

2:00 pm

More Info

Register Now!

Location

Online via Zoom
Zoom Platform
Register Now!