Feb 17, 2022 - One on One with Sax Wealth Advisors THE VALUE OF AN ESTATE PLAN
Posted at 9:44 am
News/Resources
In this new series, we sit down with a member of the Sax Wealth Advisors and dive into important topics within the wealth management space in an interview-style format between our host and our special guest.
We invite you to join our first episode focused on: The Value of an Estate Plan
Join our special guest, Marie DeCaprio, Partner of Sax Wealth Advisors, as she discusses the basics of an estate plan and when may be the right time to start your own.
WATCH THE INTERVIEW HERE
Meet the Guests
