Expecting the Unexpected — An Intro to Estate Planning
Beneficiaries? Living Wills? Power of Attorney? Trusts? Nate Moody is joined by Anna Clark, Esq. and Adrianna Vargo, Esq. of Lambert Coffin to cover these estate planning topics.
Copyright ©
2026
· Lebel & Harriman
Securities offered through Valmark Securities, Inc. Member FINRA, SIPC Investment Advisory Services Offered Through Valmark Advisers, Inc. a SEC Registered Investment Advisor 130 Springside Drive Suite 300 Akron, OH 44333-2431 Telephone: 800-765-5201
Lebel & Harriman, LLP and Lebel & Harriman Retirement Advisors are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc.
Please review the Customer Relationship Summary (Form CRS Link) which is a disclosure document that describes the services, fees, costs, and conflicts of interest associated with opening accounts and working with a member of our team as a registered representative of Valmark Securities, Inc., or as an Investment Advisor Representative of Valmark Advisers, Inc.
