Level Financial Advisors hosts 1 hour trust planning webinar

VIDEO: Trust Planning Webinar Replay

Level Financial Advisors and Judy N. Cuzzacrea Wagner, partner at Harris Beach Attorneys At Law, LLC, host this free, on-line educational session discussing the in’s and out’s of trusts and how they can be a valuable tool in your retirement estate planning. We discuss what a trust is, how it can be created and funded and how trusts are managed and administered. Originally recorded August 4th, 2022.