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Meet Your Instructor

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Brian Swinney

Senior Vice President,

Financial Services of America

Fiduciary Guide

This Guide will help you understand your role as a advisor/representative under an estate plan.

Estate Planning Myths Webinar

Webinar presentation used for educational purposes.

Estate Webinar Fit Calls

Explanation of a fit call for the estate webinars. 

Successor Trustee Guide

A lay-person's guide to understanding their role as Successor Trustee.

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