• 9: Jean Blacklock’s 7-Step Approach to Estate Planning

  • 2024/08/29
  • 再生時間： 47 分
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9: Jean Blacklock’s 7-Step Approach to Estate Planning

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  • In this episode of Beyond The Bank: The Future of Canadian Wealth Management, Jean Blacklock sits down with Andrew Auerbach to share the journey of writing her latest book, From the Heart: Bringing Your Full Self to Estate Planning. Jean delves into the meticulous process behind the book's creation, offering insights into the 7-step framework that guides her approach. This discussion unveils how her unique method integrates relational principles with the technicalities of estate planning, providing a comprehensive guide for those looking to navigate the emotional and legal complexities of legacy planning.
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In this episode of Beyond The Bank: The Future of Canadian Wealth Management, Jean Blacklock sits down with Andrew Auerbach to share the journey of writing her latest book, From the Heart: Bringing Your Full Self to Estate Planning. Jean delves into the meticulous process behind the book's creation, offering insights into the 7-step framework that guides her approach. This discussion unveils how her unique method integrates relational principles with the technicalities of estate planning, providing a comprehensive guide for those looking to navigate the emotional and legal complexities of legacy planning.
個人ファイナンス 経済学
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