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Legacy Planning Webinar
Clinton R. Smedley: Family Conversations: A Guide to Multi-Generational Planning
Presented by Clinton R. Smedley, CFP®, CPWA®, CLU® Wealth Advisor
Virtual Seminar
Family Conversations: A Guide to Multi-Generational Planning
- How to create a family goal plan
- Planning beneficiary selection to maximize distribution of assets
- Go over estate planning document checklist
- Understanding how estates and inheritances are taxed
Can’t make it to the event? We have CFS* Financial Advisors in several local regions. See which area is closest to you, and book a complimentary, no-obligation financial review.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of Citadel, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Citadel has contracted with CFS to make non-deposit investment products and services available to Citadel members.
**Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
