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You’re Never Too Young for Estate Planning – Lori Watt

October 17, 2018

Lori Watt is president and founder of Investors Advisory Group (AIG). She is one of a select few planners who specialize in advanced financial planning techniques. Watt is co-author of The Black Book of Personal Finance. Listed in Milwaukee Magazine’s “Five Star: Best in Client Satisfaction: for 2013 and 2015,” Watt currently serves on the National Council for The John Birch Society. She and her husband reside in Hartland, Wisconsin, and are active members of their community and church.

Donate to The John Birch Society:
https://www.jbs.org/store/shopjbs/quick-donation

Estate and Planned Giving:
https://www.jbs.org/estate-and-planned-giving