"> Estate Planning: Getting Down to the Nitty Gritty [Watch Now] - Argent Bridge Advisors

Argent Bridge Advisors

Independent Wealth & Financial Planners in Northern Virginia

  • Client Experience
    • Achieve Your Wealth Goals
    • Are We a Good Match?
    • Serving Your Needs
    • FAQ
    • Success Partners
  • Our Exceptional Team
  • Events & Webinars
  • Divorce
    • Working with a CDFA®
    • Attend a Divorce Workshop
    • Featured Divorce Presentation
    • Meet Our CDFA®s
  • Insights
  • Contact
June 27, 2022 Executives, Financial Planning, Video, Webinar, Wellness

Estate Planning: Getting Down to the Nitty Gritty [Watch Now]

There are so many factors beyond the basics of estate planning that you need to consider: powers of attorney, trusts, gifting/titling – the list of details seems endless. Making plans for after death can feel morbid and, honestly, downright sad. But when the time comes, the better prepared you are, the easier it is for your loved ones after you pass.

Dianne Nolin, CFP®, CDFA® Managing Partner & Private Wealth Advisor of Argent Bridge Advisors, and Jennifer Schiffer, Estate Planning Attorney of Bean, Kinney & Korman, recently discussed the nitty-gritty details of estate planning. During “Estate Planning: Getting Down to the Nitty Gritty” we discussed long-term strategies to support your family, plan for the future, preserve your legacy, and support the causes you care about.

 

Watch the replay now!

 

Speakers

Dianne Nolin

CFP®, CDFA® Managing Partner & Private Wealth Advisor

Argent Bridge Advisors

DianneNolin@argentbridge.com

 

Jennifer Schiffer

Estate Planning Attorney

Bean, Kinney & Korman

jschiffer@beankinney.com

Estate Planning

Argent Bridge

Prev[Bi-Weekly Market Recap] Cup of Joe: Inflation & the Ripple Effects
Next[Bi-Weekly Market Recap] Cup of Joe: Stock Market Seesaw

Connect on social

NEWSLETTER SUBSCRIPTION

Subscribe to our newsletter to receive our latest updates.

RECENT POSTS

Financial Planning for Entrepreneurs

Financial Planning for Entrepreneurs

June 17th, 2019
pexels-anna-shvets-3727464

Finding the Best Financial Advisor | Arlington, VA

May 24th, 2019
1557848885071

Impact of the Changes to the IRA Stretch Distribution Rules

May 23rd, 2019

SEARCH OUR WEBSITE

Argent Bridge Advisors

  • 8045 Leesburg Pike Suite 250, Vienna, VA 22182
  • (833) 568-4900
  • ABservice@argentbridge.com

LATEST NEWS

  • [Market Recap] Cup of Joe: March Market Update March 9, 2023
  • [Market Recap] Cup of Joe: February Market Update February 16, 2023

NEWSLETTER

Subscribe to our newsletter for latest updates!

Securities offered through Triad Advisors, LLC Member FINRA (www.finra.org) and SIPC (www.sipc.org). Advisory services offered through Triad Hybrid Solutions LLC, a registered investment advisor. Argent Bridge Advisors, LLC and Triad Advisors, LLC are not affiliated. Download our FORM CRS - CUSTOMER RELATIONSHIP SUMMARY, ADV Form , ADV2B Form and firm brochure . © Copyright 2021 all rights reserved.