Scaling Estate Planning to Every Advisor in the Org

Speakers

Rick Holman JD, CFP®, CLU®

Vice President and Senior Estate Planner, Baird – Private Wealth Management

Jim Sinai

Jim Sinai

Chief Marketing Officer, Vanilla

 

Speakers

Rick Holman JD, CFP®, CLU®

Vice President and Senior Estate Planner, Baird – Private Wealth Management

Jim Sinai

Jim Sinai

Chief Marketing Officer, Vanilla

Apr 26, 2024
10 minutes

A panel discussion with Baird – Private Wealth Management VP and senior estate planner Rick Holman on scaling planning at your firm.

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