OFFERING ESTATE PLANNING? ABSOLUTELY CRITICAL!
October 20, 2020 | By Elite Resource Team
Financial Advisors
Accountants
Mike Bennett, Co-Founder of Helios Integrated Planning, will be a speaker at the upcoming Elite Growth Academy. Jena Wilson recently discussed with him how his past of working as an attorney in the estate planning industry has helped him learn about the needs of financial advisors, insurance agents, and accountants. Mike also revealed some best practices and major opportunities for financial professionals in the future, along with common mistakes he has seen over the years.