Attorney Presents at Workshop of The Network of Women Advisors of Raymond James

Attorney Presents at Workshop of The Network of Women Advisors of Raymond James

Renata Mizak was a presenter for the first workshop of The Network of Women Advisors of Raymond James, the diversified financial services firm, at Roots Steakhouse in Morristown. She discussed essential estate planning documents, what certified financial planners need to know and look for on behalf of their clients, and business development tips for keeping clients and their heirs long-term.