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Jonathan Forster Speaks on Data Analytics and Legacy Planning

News / September 1, 2021

Partner Jonathan Forster presented on Aug. 24, 25, and 26, 2021, to the R360 group of wealth creators regarding a technology- and data-driven application that shows families tracking their estate planning the power of aggregating information (and eliminating silos) in a multi-disciplinary manner. The presentation is titled “Legacy Planning: Connecting the Dots Using Data Analytics.”

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