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Edelman Financial Services
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Watch this webinar for a closer look at this important topic. In this 45-minute presentation,
Ric Edelman addresses:
  • The importance of family dynamics
  • Factors and circumstances that dictate estate plan changes
  • Consequences of poor estate planning
  • How to begin thinking about the question, "Who gets what?"
  • and much more!



Ric Edelman

Speaker


Ric Edelman is an Investment Advisor Representative who offers advisory services through Edelman Financial Services, LLC, a Registered Investment Advisor. He is also a Registered Representative and Registered Principal of, and offers securities through, EF Legacy Securities, LLC, an affiliated broker/dealer, member FINRA/SIPC.

Neither Edelman Financial Services, LLC nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.

Ric Edelman

Executive Chairman 

Edelman Financial Services, LLC


Summary