Estate Planning Strategies 2.0: Preparing Financial Advisors for 2025 and Beyond
Orinda Country Club Orinda Country Club, Orinda, CA, United StatesWhat Conversations Should the East Bay’s Best Financial Advisors Be Having With Clients & Prospects in 2025 and Beyond! Sara Dorosti, JD, VP Adjunct Professor, UC Berkeley Law School Wealth Planning Strategist, Bank of America Merrill Financial advisors occupy a trusted position in conversations with their clients about their legacies. The importance of these conversations […]