About this event
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The leading estate planning platform, enabling financial advisors to provide more comprehensive planning.
Samuel Deane is a financial advisor and President of Deane Wealth Management, a registered investment advisor for startup founders and employees. The wealth management firm specializes in financial planning, investment management, tax planning, and equity compensation.
Trust & Will for Advisors is the nations leading estate planning provider — enabling advisors to streamline the estate planning process for you and your clients.