58 min listen
The Difference Between Trustee, Successor Trustee, and More
The Difference Between Trustee, Successor Trustee, and More
ratings:
Length:
13 minutes
Released:
Aug 25, 2022
Format:
Podcast episode
Description
Challenges that arise inside of the financial world can be complex. For example, what is the difference between a trustee and a successor trustee or executor? What are the job duties for all the positions inside your Legacy Plan? On Your Retirement Playbook, we will discuss various job duties and responsibilities. Call now to schedule your complimentary Next Steps meeting at 800-928-4001 or learn more at www.yourlifeafterwork.com. Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits Visit our website at www.yourlifeafterwork.com We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com
Released:
Aug 25, 2022
Format:
Podcast episode
Titles in the series (100)
REALLY, anyone can be a Financial Planner, HOWEVER...: Understanding why anyone can be a Financial Planner but NOT a Certified Financial Planner or Fiduciary. by Your Retirement Playbook