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ESL Investment Services, LLC, presents: Life and Legacy

May 26, 2021  |  5:30 p.m.–6:30 p.m.
Virtual Event

Presented by: James Verbonitz, Director of Advanced Markets, Transamerica, CFP®, ChFC®, CLU®

This webinar is designed to provide a basic knowledge of three key pieces of an estate plan: preparing for incapacity, transferring wealth, and maintaining control of your legacy. Estate planning is vital to just about anyone who has assets they want passed on to a family member.

REGISTER HERE

James Verbonitz and Transamerica are not affiliated with or endorsed by LPL Financial or ESL Investment Services.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP,® CERTIFIED FINANCIAL PLANNER,™ and federally registered CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.

This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.