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Joseph Zappia, CIMA®, Discusses Advanced Estate Planning Tech with Rochester Business Journal

December 18, 2023

Joseph P. Zappia, CIMA®, Co-Chief Investment Officer at LVW Advisors, discusses the transformative impact of technology tools on estate planning with the Rochester Business Journal. He highlights the firm’s use of advanced software to elevate estate and legacy planning, emphasizing the ongoing significance of human expertise. Joe views these technological advancements as enhancements, rather than replacements, for professional interactions.

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