We see the value of the “funding meeting” much more clearly now!
"We’d like to note that Keshonda did a great job preparing and holding the funding meeting. Having the forms filled out and customized for our specific accounts was great! She also provided good explanations of the various trusts and how they work. We see the value of the “funding meeting” much more clearly now! She makes it about as easy as we could imagine to follow through with funding."J.H., Cary, NC