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06/25/2019|1 minute read

Partner Jonathan Forster presented “21st Century Legacy Management – Leveraging Technology for Your Peace of Mind” to the South Florida Chapters of Tiger 21 members, a peer-to-peer investment association on June 25, 2019.  Forster promoted technology driven real-time legacy management vs. episodic, transactional estate planning, citing the core elements, the value, and the flexibility of the former.

Read the presentation.


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