Summit Investment Advisors Presents...
Estate Planning Mistakes & How to Avoid Them
The laws that affect estate planning are changing all the time, and the problems you can cause your loved ones by not planning or by having an out of date plan in place can be disastrous. 
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What You’ll Learn In This
FREE Training Webclass:
  • Estate Planning Objectives & Tools
  • Transfer of Assets
  • Special Considerations in Estate Planning
  • ​The Estate Planning Process
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Meet Your Presenter
Matt Pasche
Matt Pasche is an Estate Planning Specialist and has assisted hundreds of families with their estate plans. He chose this career path because his passion is teaching others about Estate planning. Matt is also licensed in Health and Life insurance.

Matt holds a bachelor of science in English and Business; and is a former All American in Track and Field. He is also licensed in Health and Life insurance. 
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Summit Investment Advisors - copyright @ 2020 - all rights reserved 
Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Summit Investment Advisory Services, a Registered Investment Advisor. Summit Investment Advisory Services and Summit Investment Advisors are separate entities from LPL Financial.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Matt Pasche is not affiliated with LPL Financial or Summit Investment Advisors.