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Presentation to a group of current and future Merrill Lynch wealth managers.

Posted July, 01 2016 | Providence, RI

As part of Merrill Lynch's Practice Management Development program, attorneys Joshua Simon, Leigh E. Furtado and Joshua R. Caswell recently gave a presentation to a group of current and future Merrill Lynch wealth managers. The presentation, entitled "Estate Planning Basics for Wealth Managers," provided the group with an introduction to the basics of estate planning and the benefits thereof.