CORA College April 2023 Life and Legacy – Key Pieces of an Estate Plan

September 12, 2024
Asset Management, Estate Planning New to Finances, Next Generation, Young Professional
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Mike Sosnowski, from Transamerica’s Advanced Markets team, provides a basic knowledge of three key pieces of an estate plan: preparing for incapacity, transferring wealth, and maintaining control of a client’s legacy.

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Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through CORA Capital Advisors. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

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