Probate and Trust 101

Alexis DuffyNewsroom

Living and estate planning picture

Planning for the future is more crucial than ever. Should you have a will or a trust?  Estate planning can be overwhelming. 

Let us help educate and navigate you through the various challenges. Join PensionmarkMeridien as we host Sheri Montecalvo as she shares her knowledge and experience when it comes to the intricate world of probate and trusts. 

If you have any questions, please reach out to info@pensionmark.com. 

Date: December 16, 2021

Time: 12:00 pm EST / 9:00 AM PST

If you aren’t able to attend the live webinar, feel free to register to get the replay.

 Pensionmark® Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Pensionmark® is affiliated through common ownership with Pensionmark Securities, LLC (member SIPC).