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Description

Wills, POAs, beneficiaries, complex family situations, trusts let’s demystify it all. Join our guest lawyer, Meghan O'Neil of O'Neil Estate Law, along with our FInancial Planner Dinu Davidsohn and Senior Investment Advisor Pouya Fattahi for a practical, no-jargon session where you can ask real questions and get clear answers.

Participants