Research

Future Proof Your Business With Direct Indexing And Estate Planning

May 13, 2021

REPLAY AVAILABLE. Join Liz Fritz, Founder & Chief Commercial Officer at F2 Strategy, discuss how to Future Proof Your Business With Direct Indexing And Estate Planning, alongside Michael Defoe from Vanilla, Vijay Rao from Just Invest, and Matt Wallen, CFA, CFP®,CLU, from AdvicePeriod.

Click HERE to access the replay.

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