June 5, 2020
Adam L. Fernandez
On June 5, 2020, Adam L. Fernandez gave a Zoom presentation titled Estate Planning for Advisors: Common Mistakes and Misconceptions to approximately 50 members of Diamond State Financial Group, a financial services firm with offices in Newark, DE and Media, PA. Adam used specific case studies to highlight planning misconceptions and discuss solutions to commonly made mistakes in the estate planning context.
