This session will provide you with the steps to understand, plan, and communicate what is necessary to create a successful transfer of assets to your heirs.
Course Instructor: Lisa Benjamin, Accredited Asset Management Specialist, Edward Jones
Instructor Bio: As a dedicated financial advisor at Edward Jones, I am passionate about empowering clients to achieve financial independence and make confident decisions for their future.
After receiving my Accredited Asset Management Specialist designation, I bring valuable information and insights to your financial journey. My personal experiences, such as losing a significant other to cancer in 2008 and witnessing my 104-year-old grandmother living independently, have taught me the importance of
proactive planning to navigate life’s unexpected challenges.
These experiences shaped my decision to help clients build a secure foundation for their retirement, enabling them to choose the path they desire.
