On December 4, April Lopinot, VP of Human Resources and Leader of KeeleyLife, was joined virtually by Travis Freeman, CFP to discuss Legacy Planning. Click the link below for more information on many of the documents and resources Travis discussed.
https://www.keeleycompanies.com/single-post/keeleylife-financial-legacy-planning-resources
Please note: This information is for educational purposes only and not to be construed as legal or financial advice. Please speak with a legal professional before making any changes to your personal situation.
