Informational Sessions Presentations
“Smart Strategies for Estate Planning” 10-08-2024
- Presented by: Mercer Advisors
- Presenter: Susan Travis, CFP, AEP, CTFA
- Presenter: Christopher (CJ) Varney, JD
- Presentation: Smart Strategies for Estate Planning
- Contact: Sam Khan, Regional Vice President (skhan@merceradvisors.com)
- Phone Number: 888-885-8101
- Knowledge Center: Mercer Advisors Knowledge Center – Insights
“Engineer Your Legacy” 8-19-2024
- Presented by: EverSource Wealth Advisors LLC
- Presenter: David Sandhu (dsandhu@eversourcewa.com)
- Presentation: Engineer Your Legacy
- Phone Number: 817-382-1295
- Website: EverSource Wealth Advisors