WEBINAR: The Basics of Financial and Estate Planning in Times of Crisis

In Part 1 of this video Eliott Einarson, CFP and partner at Exponent Investment Management, summarizes the steps of preparing a retirement income plan providing samples along the way. A good retirement plan creates strategies that maximize income while minimizing taxes and risks. He highlights the importance of going through the process as it brings clarity to your situation. Lastly, a plan is only effective if implemented properly. He explains how Exponent Investment Management builds the portfolio to marry the portfolio to the plan. The planner and portfolio manager work together to create the proper outcome.

In Part 2 of the video, Harman Mavi, estate lawyer at MLT Aikins LLP, covers the importance of estate planning. He explains the value of having a will and what happens if you die without one. When you should update your will is also covered. Harman goes through common pitfalls and mistakes when naming a beneficiary and executor. Finally, having a clear succession plan is critical to having your wishes met in the most efficient way upon your passing.

Eliott Einarson

About Eliott Einarson

Partner

Eliott's experience, since 2007, working with couples and individuals investing for and entering retirement has given him an insightful understanding of the issues facing retirees and the importance of an expert retirement plan to ensure success throughout retirement.

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Exponent Investment Management