Estate Planning Specialist, Inc.
D. Todd Phillips is the president of Estate Planning Specialists LLC. He supervises various aspects of the company, but his primary focus is client wealth accumulation and risk management. Mr. Phillips holds Series 7 and 63 securities licenses, as well as life and health insurance licenses in most states. Majoring in finance, he graduated in 1998 from Arizona University with honors.
You Can't Take it With You: The Most Powerful Estate-Planning Strategies*
February 8, 2020, 8:15 am - 11:15 am
Focus: ESTATE PLANNING