Join Nolan, Jesse and Katy as they discuss the recommended estate planning documents everyone should have. The krewe explains the documents from a financial advisor's perspective and how these documents are helpful to have on file.
BONUS, the krewe answers a question they received from a listener!
Securities offered through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.
The views depicted in this episode are for information purposes only and are not necessarily those of Cetera Financial Specialists LLC. They should not be considered specific advice or recommendations for any individual. Neither Cetera Financial Specialists LLC, nor any of its representatives may give legal or tax advice.
Music by:
Still Pickin by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/5707-still-pickin
License: http://creativecommons.org/licenses/by/4.0/
03/28/22 • 41 min
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