• DD 2 9-11-21

  • Oct 19 2021
  • Duración: 11 m
  • Podcast

DD 2 9-11-21

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  • Resumen

  • In this weeks episode, Dan Smith from 20-20 Wealth and Advisory Partners has his partner from McGillis & Wiemer; Megann Hendrix, along with Jared Potter from Stafford Rosenbaum LLP. They discuss a slightly different topic this week - Estate Planning and the importance of having a plan in place and all of the items to consider while Estate Planning.

    To further explore the presenters in this episode, the links to their pages are below.

    Dan Smith - Certified Divorce Financial Analyst
    www.20-20wealth.com

    Megann Hendrix
    https://www.macgilliswiemer.com/expert-team/megann-s-hendrix/

    Jared Potter
    https://www.staffordlaw.com/our-people/jared-potter/
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