Investment advisor consulting with retired woman at home.

Episode 20: Planning Ahead (Pre-Planning)

Sep 23, 2022

In this episode, Eric and Katie discuss pre-planning and its value to you and those you leave behind.

Here are just a handful of the things that we'll discuss:

  • Pre-planning is the process of making your wishes known before you pass away
  • Making a plan can help reduce the stress surrounding funeral arrangements for your loved ones
  • It’s important to make your wishes known to your family

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