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November 15, 2021

November 15, 2021
PODCAST

Estate Planning Basics

Joining me in the episode is Libby Banks with The Law Office of Libby Banks.

If you’re prepared and you know what it takes, it’s not a risk. You just have to figure out how to get there. There is always a way to get there.

—Mark Cuban

Securities and Advisory Services offered through United Planners Financial Services Member FINRA, SIPC. Wealth Avenue™ and United Planners Financial Services are not affiliated. Check the background of your financial professional on FINRA’s BrokerCheck.

This communication is strictly intended for individuals residing in the states listed on our team pages. No offers may be made or accepted from outside the specific states referenced. Insurance-related services may not be provided to individuals residing in any states other than those listed on our team pages. A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.

All investing involves risk, including the potential for loss of principal.

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