Join us for an in-depth discussion on trust and estate planning, asset allocation, wealth building scenario simulation and the importance of building a team of trusted advisors. We will help you understand how to keep your hard-earned reward and make it last for future generations, with a professional team of experienced people guiding you along the way.
Presented by:
- Biff Bayard, Baker Donelson
- Rich Bouchner, Capital One
- Steve Morgan, Capital One