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Learn about writing Will's & Estate Planning in this 5 day eCourse.
No matter what your age, if you have anyone who depends on you in any way, it’s a good idea to line up life insurance, write a will and get an estate plan.
This course will get you prepared to protect both yourself and your family in case the unexpected should happen.
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A WILL 2 WIN Estate Planning Program
An estate plan is a comprehensive plan that includes documents that are effective during your lifetime as well as other documents that aren't in effect until your death. A will detail where you want your assets to go at your death, and who you would like to serve as guardian of your minor children. This program enables you to learn the dynamics that are involved with Estate Planning, engage in the appropriate Financial Planning & Analysis, and the ability to implement these elements using secure online technology.
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Educational Resources. Receive targeted information about the key factors that will guide you in your financial decision making.
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Financial Literacy. You will learn the steps investors can take to lower risk, diversify, and add flexibility to your Estate Plan. Learn to improve your finances and decide how you will continue your legacy.
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Comprehensive Financial Plan. Because your financial circumstances are unique to your life, your dreams, your goals and objectives. We design a pathway to achieve your success.
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Access Professional Services. Take advantage of your ability to utilize our online financial planning, wealth management, estate planning, and you can create your own state-specific Estate Plan online in minutes.
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