Published: June 11, 2024; Aithor: Julia Sonrisa
In the digital age, it is essential to include digital assets in your estate plan. In this webinar, Frank Napolitano will explore the critical aspects of managing digital assets within the estate planning framework, highlighting key considerations, legal implications, and practical steps for ensuring these assets are protected and properly passed on.
Before joining Sensible Financial in 2012, Frank Napolitano worked as a Financial Advisor at Morgan Stanley Smith Barney. He advises clients on various issues, such as managing assets and risks, estate planning, and planning for retirement income. A collaborative professional, he works closely with attorneys and tax accountants to help clients fully execute their financial plans.
Frank has a B.A. from Harvard University and a J.D. in Business and Financial Law from Boston University School of Law. Committed to bringing an academically rigorous approach to his client’s issues, he is both a CERTIFIED FINANCIAL PLANNERTM certificant and a Chartered Financial Analyst® charter holder. Frank is a member of the National Association of Personal Financial Advisors (NAPFA), and the National Association of Divorce Professionals.
Time: 1:00-2:00 pm EST
Free!
Detailed information and discussion of the event.