Webinar Registration

The financial advisors role in the administration of long-term trusts
Boost Your Client's Estate Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Thursday, September, 8
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ET
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75 minutes
Earn 1 CE credit Trusted by 10,000+ financial advisors
Josh
Josh Yager, Esq., CFP®, ChFC®, CLU®
Fiduciary Expert Anodos Advisors

What You'll Learn

Many financial advisors ask, “How can I add value for my clients who serves as trustees of long-term trusts?” Join Josh Yager, a licensed attorney and CFP, as he shares how he helps trustees save time, reduce their personal risk, and fulfill their fiduciary duties…

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