AAII Houston Retirement Solutions SIG
Thursday January 15, 2026
Estate Planning Workshop with Richard Hill
What you will learn at this session:
1: A background on Richard and how he built his financial advisory business
2: A few examples of typical documents used in estate planning and the
underlying legal advice on proper estate planning
3: Some more usable advice of how to implement the legal & financial
requirements into your estate documents but more importantly, into your
financial actions
4: Lastly, he will explain how best to integrate practical legal and financial
advice into your everyday plans
01:50:31
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