SPONSORED CONTENT
Surprenant & Beneski’s Erin Nunes to Provide Insights in Estate Planning Webinar
[[{"value":"
New Bedford, Massachusetts – Surprenant & Beneski, P.C. is proud to announce that their esteemed partner, Erin Nunes, will be a featured panelist in an upcoming Editorial Webcast focused on Legacy Planning. This event, scheduled for March 13, 2024, is a must-attend for those seeking to deepen their understanding of estate and legacy planning in today’s complex financial landscape.
The webcast, “Wealth Management Masterclass, Part 2 of 3: Key Steps & Latest Trends in Legacy Planning,” is sponsored by prominent industry names and is complimentary for all attendees. It will take place at 1 pm ET | 10 am PT and offers a deep dive into the opportunities and challenges currently facing legacy planning.
Erin Nunes, with her extensive experience in estate planning and elder law, will join other expert panelists to discuss a variety of critical topics. These include maximizing intergenerational wealth transfers, navigating the evolving landscape of legacy planning, and understanding the psychological aspects of estate planning. Her unique journey from case manager to leading attorney at Surprenant & Beneski, P.C. gives her a distinct perspective on client care and estate planning strategies.
The webcast will also feature other distinguished speakers, including John Manganaro of ThinkAdvisor, Steve Lockshin of AdvicePeriod and Vanilla, and Dr. Ross Riskin from the Investments & Wealth Institute. Together, they will offer insights into effective wealth management practices, upcoming trends, and how to communicate complex planning strategies to clients and their families.
This event is an invaluable opportunity for financial advisors, estate planning professionals, and anyone interested in the nuances of wealth management and legacy planning. To register for the webcast and for more information, please visit: https://www.thinkadvisor.com/2024/02/12/wealth-management-masterclass-part-2-of-3-key-steps-latest-trends-in-legacy-planning/.
At Surprenant & Beneski, P.C., we are dedicated to working together to benefit each and every client who comes to us for help with their estate planning and related matters. Deeply rooted in the community we serve, we have a full understanding of businesses and services in our area and are, therefore, well able to match our clients with services that are locally available.
Surprenant & Beneski
Surprenant & Beneski
35 Arnold Street
New Bedford, MA, 02740
508.994.5200
877.269.0076 x848
https://myfamilyestateplanning.com/
Press Contact : Tiana Guzman
Distributed by Law Firm Newswire"}]]
This story is published through a partnership with Law Firm Newswire. The editorial staff of Bigger Law Firm Magazine did not contribute to this article. The views expressed are solely those of the source of the news release and do not reflect the views of Law Firm Newswire or Bigger Law Firm Magazine. Questions related to this story should be directed to the media contact referenced in the article.
LATEST STORIES
MORE STORIES
Lawyers in New York Used ChatGPT and Now Face Possible Sanctions
Several lawyers are under scrutiny and face potential sanctions after utilizing OpenAI’s advanced language model, ChatGPT, for the drafting of legal documents submitted in a New York federal court. The attention surrounding this matter stems from the erroneous citation of non-existent or irrelevant cases by ChatGPT. The adoption of AI in legal practice is not…
Google has Changed their Mind About AI Generated Content
Their change in terms essentially amounts to, “Yes, you can use AI tools to help create quality content but it had better be good.”
What Makes a Great Law Firm Marketing Director?
In an ever-changing legal landscape, an exceptional Law Firm Marketing Director stays ahead of the curve. They adopt a visionary perspective to navigate through intricate legal landscapes and drive the firm’s marketing initiatives. This involves identifying market trends, predicting client needs, and planning innovative marketing strategies to secure a competitive edge.