If you’ve been wondering about your charitable giving options, we invite you to participate in our new webinar series, Making the Most of My Legacy. Longtime Trail Conference supporter David J. Haas, president and founder of Cereus Financial Advisors, LLC, will be offering insight on several ways to give, explaining the benefits of each method.
Our third session, will be held on October. , 7 and will discuss smart beneficiary selection for your IRAs, 401(k) plans, Life Insurance, and Annuities
This webinar session will help clarify:
Smart beneficiary selection for your IRAs, 401(k) plans, Life Insurance, and Annuities
David Haas CFP® is president and founder of Cereus Financial Advisors, LLC in Franklin Lakes, N.J., which specializes in comprehensive financial planning and wealth management for executives, professionals, and small business owners. He has been a Trail Conference member and volunteer for over 30 years.
Additional workshop information