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  • Writer's pictureSpectrum Investment Advisors

National Make a Will Month

Click here to view the Webinar Recording and learn from Marina Moths, Spectrum's Financial Education Manager and estate planning speaker, Michael Salazar from Trust & Will. In this GuideSteps financial wellness presentation, we invite you to participate in August’s “National Make a Will Month”.


This 30-minute presentation discusses:


  • The importance of setting up a will

  • Key differences between a will and a trust

  • Ways to adjust your estate plans through various life stages

  • Resources available for help








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