Leave Nothing to Chance: Proactive Planning for Longevity
Altair Advisers – April 21-22, 2021
In this two-day webinar, Jim will help present information and guide discussion with Anna Nichols of Altair Advisers about steps families can take to ensure continuity in their estate plans and other transitions.
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Dr. Grubman is no longer accepting new consulting engagements with clients. He welcomes correspondence from individuals, advisors, and colleagues exploring the ideas in his books, publications, and presentations.