A happy senior couple in a meeting with their financial advisor.

One Size May Not Fit All: Creating a Meaningful Legacy in Your Estate Plan

Client Insights Webinar - One Size May Not Fit All: Creating a Meaningful Legacy in Your Estate Plan with Diana Mao, Senior Advisor, Charitable Giving Program, Raymond James Trust (Canada) and Marissa Lydynia, Senior Trust Advisor, Raymond James Trust (Québec) Ltd.


Recorded March 30, 2023.