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2024: A Simple Estate Planning Checklist For a Challenging Topic by Scott Spann

2024: A Simple Estate Planning Checklist For a Challenging Topic by Scott Spann

FromOptimal Finance Daily - ARCHIVE 2 - Episodes 301-600 ONLY


2024: A Simple Estate Planning Checklist For a Challenging Topic by Scott Spann

FromOptimal Finance Daily - ARCHIVE 2 - Episodes 301-600 ONLY

ratings:
Length:
13 minutes
Released:
Sep 9, 2022
Format:
Podcast episode

Description

Scott Spann with Financial Finesse shares a simple estate planning checklist
Episode 2024: A Simple Estate Planning Checklist For a Challenging Topic by Scott Spann
After years in the financial services industry, Liz Davidson became disgusted with how many people were being sold financial products and services that were not in their best interest. She decided there had to be a better way to provide people from all walks of life with truly unbiased financial guidance--designed to line their pockets, not their financial advisor’s.
This is the story of Financial Finesse and how they give employees and employers unbiased financial wellness as an employee benefit. They help your employees maximize their compensation and benefits by making better financial decisions. You become a partner in their financial security and reap the benefits of a financially healthy workforce.
They’ve helped hundreds of thousands of employees change their lives.
The original post is located here: https://www.financialfinesse.com/2013/06/17/a-simple-estate-planning-checklist-for-a-challenging-topic/ 
 Visit Me Online at OLDPodcast.com 
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Released:
Sep 9, 2022
Format:
Podcast episode

Titles in the series (100)

This is an archive show (Episode 301-600 only). For the newest episodes, subscribe to the regular podcast Optimal Finance Daily in your favorite podcast app!