New Bedford, Massachusetts – Surprenant & Beneski, P.C. is proud to announce that their esteemed partner, Erin Nunes, will be a featured panelist in an upcoming Editorial Webcast focused on Legacy Planning. This event, scheduled for March 13, 2024, is a must-attend for those seeking to deepen their understanding of estate and legacy planning in today’s complex financial landscape.

The webcast, “Wealth Management Masterclass, Part 2 of 3: Key Steps & Latest Trends in Legacy Planning,” is sponsored by prominent industry names and is complimentary for all attendees. It will take place at 1 pm ET | 10 am PT and offers a deep dive into the opportunities and challenges currently facing legacy planning.

Erin Nunes, with her extensive experience in estate planning and elder law, will join other expert panelists to discuss a variety of critical topics. These include maximizing intergenerational wealth transfers, navigating the evolving landscape of legacy planning, and understanding the psychological aspects of estate planning. Her unique journey from case manager to leading attorney at Surprenant & Beneski, P.C. gives her a distinct perspective on client care and estate planning strategies.

The webcast will also feature other distinguished speakers, including John Manganaro of ThinkAdvisor, Steve Lockshin of AdvicePeriod and Vanilla, and Dr. Ross Riskin from the Investments & Wealth Institute. Together, they will offer insights into effective wealth management practices, upcoming trends, and how to communicate complex planning strategies to clients and their families.

This event is an invaluable opportunity for financial advisors, estate planning professionals, and anyone interested in the nuances of wealth management and legacy planning. To register for the webcast and for more information, please visit: https://www.thinkadvisor.com/2024/02/12/wealth-management-masterclass-part-2-of-3-key-steps-latest-trends-in-legacy-planning/.