CLE - Part III: Legacy… You and the Next Generation

This three-part educational series, exclusively for members of the Philadelphia Bar Association, is designed to help you take charge of your finances and pursue a more comfortable financial future. In this series, Paul J. Brahim, CFP®, AIFA®, the Chair and CEO of BPU Investment Management, Inc., examines the 7 Roadblocks to Financial Success and how to avoid them. Brahim will then identify the 6 Keys to Financial Success to guide you on your way to developing sound personal finances, while teaching you how to build a financial legacy for you and the next generation. In this course Part III: Legacy… You and the Next Generation - Estate Conservation, he explains how to put a price tag on your retirement and guides you through the ABCs of estate conservation.
Philadelphia Bar Association 10th Floor Board Room 1101 Market Street Philadelphia, PA 19107
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