American Academy of Estate Planning Attorneys - Academy’s Associate Director of Education Interviewed for Wells Fargo Insight Series - AAEPA

Academy’s Associate Director of Education Interviewed for Wells Fargo Insight Series

For the second time Steve Hartnett has been featured as a resource for small business owners on Wells Fargo’s website. Mr. Hartnett, the Associate Director of Education for the American Academy of Estate Planning Attorneys, was interviewed on estate planning strategies for the Business Insight Series. The five minute one-on-one interview delivers hard-hitting advice that all business owners should know about protecting ones assets and finding the right legal structure for ones business. Mr. Hartnett also covers the importance of defining end goals prior to planning as well as the need to periodically update an estate plan.

For further information please contact:
Erin Laverty
858-453-2128 x 111
erin@aaepa.com


“The CATS database is the key to my practice. With a simple point and click, I can manage the marketing of my practice. I can also see instantaneously every time we have contacted a prospect or client and everything we've either done for them, or said to them or been told by them. I can't imagine practicing without it.”

Wesley G. — Kentucky Member