March 9: Cape Cod Practice Group: You Have Been Named Executor, Now What?

The  Cape Cod Practice Meeting on Thursday, March 9th at 8:30 AM to be held at the Cape Cod Five Savings Bank on Route 6A in Sandwich.  Matt Costello, Regional Vice President at New York Life & MainStay Investments, will be presenting, “You’ve been named executor, now what?”

Being named an executor of someone’s estate can be daunting. Many do not have an idea about what is involved in settling an estate or how to get started. This client presentation can help those chosen to be executors become oriented to their task and get started quickly.

Matt will provide valuable information that will help you to be an indispensable resource for your clients who are faced with this difficult task.  Learn how best to guide clients through all that is involved in settling an estate by offering Six Steps and a convenient Checklist to cover all essential tasks and keep organized to efficiently manage the process within the required time frames. New York Life & MainStay Investments business building presentations help increase awareness of the key issues that are important to financial advisors and their clients. They remain committed to providing financial advisors with comprehensive resources that are simple to implement.

As a knowledgeable speaker, Matt will lend his expertise to:

  • Help advisors foster stronger client relationships
  • Enhance your sales acumen
  • Increase asset retention

Reserve your spot today!

Web Design and Hosting by Ashdown Technologies, Inc. | Site Map | Website Terms and Disclaimers | Contact FPA MA