The sixth session in our Financial Bites series, Estate Planning, went swimmingly. Planning for the future is vital and our advisors know hard you have worked for your wealth – in this session we tackle how to pass on your wealth in the most thoughtful way. Thank you to all our attendees as well as our outstanding wealth advisors, Chris Galeski and Brian H. Standing, who presented.
Click on the above image or visit this link to watch our Estate Planning session: https://vimeo.com/mortoncapital/fbestateplanning
We hope you find this video valuable. Please feel free to share this link with family and friends and on your social media channels. Any feedback you have would be extremely valuable to our team, including any recommendations of topics you would like us to present on in the future. Financial Bites is a complimentary series and our final upcoming session is filling up fast, so we encourage you to RSVP soon. Click on the link below to view all sessions and RSVP today!
We hope to see you soon and thank you for your continued support of Morton Capital.
The MC Team