Imagine the Potential
Join David Limerick as he walks you through values-based financial planning to make the most of your money and your future. | Securities & advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). | www.finra.org | www.sipc.org | WeStreet Credit Union (WSCU) and WeStreet Wealth Management (WSWM) are not registered as a broker-dealer or investment advisor. LPL is not affiliated with WSCU or WSWM. Securities and insurance offered through LPL or its affiliates are: Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value. Financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Imagine the Potential
Estate Planning 101 Part Two
•
David Limerick
•
Season 1
•
Episode 32
In this episode of the “Imagine the Potential” podcast, I would like to go over some simple steps for building an estate plan. As a financial advisor, I have the privilege of helping clients in many ways. Some of the most difficult conversations I have had in helping clients have been when no estate planning was done before a loved one passed.
If you're interested in a one-on-one with David, visit westreet.org/wealth-management