Home Guides & Resources chevron_right Financial Planning Celebrating National Estate Planning Week Published October 20, 2022 Diana Linn, CFP®, CDFA®Wealth Advisor In our latest Adviser Takeaway video, Account Executive and Financial Planner Diana Linn provides five reasons why everyone, including you, needs an estate plan. If you have questions for Diana or the Adviser team, please send them to info@adviserinvestments.com.