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Episode 07 - The Crucial Role of Financial Planners with Sandy Abley
- 2024/10/24
- 再生時間： 21 分
- ポッドキャスト
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サマリー
あらすじ・解説
In this episode of Your Estate Matters, Greg and Nicole discuss the importance of financial planning in the context of estate planning with Sandy Abley, a certified financial planner and estate lawyer at Onyx Law Group. The conversation covers various aspects of estate planning, including the role of financial planners, building a team of advisors, understanding financial designations, and the significance of life events in financial planning. Sandy emphasizes the importance of proactive financial education and the benefits of gifting during one's lifetime to witness the impact on beneficiaries.
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