Our ‘Planning Your Law Firm’s Wealth Management & Retirement’ webinar with Jeff East, senior vice president with Pinnacle Asset Management division of Pinnacle Bank, a Tennessee Bank, is available now!
Paul Myers, CEO and Chairman of Advocate Capital hosted a webinar with special guest Jeff East. In this webinar, Paul and Jeff talk discuss managing wealth and planning for the future of your firm and for yourself with the four phases of retirement: Honeymoon, Big Decision, Navigating Longevity, and Solo Journey. In this webinar you can learn about The Best Practices for Coordinating Finance, Preparing Your Firm's Future After Retirement, and The Four Phases of Retirement.
We want to share a recording of the webinar with you so that you and your firm can benefit from it.