The 25 Documents Every Person Should Have: National Financial Capability Month Series

There are essential documents that everyone must have to protect themselves and their families in the case of an unforeseen event. This webinar provides an overview of those documents and their importance.

Presented by Ashley Thomas, CAPTRUST

Ashely joined CAPTRUST in 2022 and has been in the industry since 2009. Ashley received a Master’s in Financial Planning from Purdue University Global and holds the designation of Chartered Retirement Planning Counselor (CRPRC), series 7 and 63 licenses.