11-24-18 Today Lisa talks about account titling, it's often overlooked and can have a huge impact on what happens to your assets.  Learn from Lisa Waterman what steps you should take now.

11-24-18 Today Lisa talks about account titling, it's often overlooked and can have a huge impact on what happens to your assets. Learn from Lisa Waterman what steps you should take now.

11-24-18 Today Lisa talks about account titling, it's often overlooked and can have a huge impact on what happens to your assets.&nbsp; Learn from Lisa Waterman what steps you should take now.

8: Correct Account Titling

Join Lisa Waterman of Waterman Financial Services for Financially Speaking with Lisa.  Securities and investment advisory services offered through Royal Alliance Associates, Inc. member FINRA/SIPC. Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc. www.watermanfinancial.com

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Join Lisa Waterman of Waterman Financial Services for Financially Speaking with Lisa. Securities and investment advisory services offered through Royal Alliance Associates, Inc. member FINRA/SIPC. Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc. www.watermanfinancial.com

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8: Correct Account Titling

8: Correct Account Titling