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Beyond the Numbers: How to Ease the Burden of Retirement and Estate PlanningBeyond the Numbers: How to Ease the Burden of Retirement and Estate Planning
Estate planning is very important to clients but can be complicated and time consuming for people.
June 24, 2024
Sponsored by United Planners Financial Services
Eric Hemingway, managing partner of Hemingway Wealth Management, says finding an "easy button" for clients and business owners was key to coordinating retirement plan relationships.