Episode 257: Legacy Planning: Part 1
Jan 22, 2021 ·
52m
Download and listen anywhere
Download your favorite episodes and enjoy them, wherever you are! Sign up or log in now to access offline listening.
Description
This week, SHP Co-founders, Derek Gregoire & Matthew Peck CFP® CIMA® move on from income and start the discussion on legacy planning. Legacy planning is another key area of the...
show more
This week, SHP Co-founders, Derek Gregoire & Matthew Peck CFP® CIMA® move on from income and start the discussion on legacy planning. Legacy planning is another key area of the SHP Retirement Road Map®. You have worked so hard to save for retirement, it is important to think about what you want to happen to your hard-earned money.
show less
Information
Author | WBZ-AM |
Organization | iHeartRadio |
Website | - |
Tags |
-
|
Copyright 2024 - Spreaker Inc. an iHeartMedia Company