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The Legacy Planning Show

The Legacy Planning Show

De : Joe Clark
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À propos de ce contenu audio

 Learn how to make the most of your legacy planning strategies with The Legacy Planning Show. Real, useful information for everyday people that can be translated into daily life and thought. We will bring on Special Guests to help us explain what is it we see happening out in the real world and provide ideas for the “Average Joe” to take home and put to use.Copyright Joe Clark / Financial Enhancement Group. All rights reserved. Développement personnel Economie Finances privées Réussite personnelle
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    • Trustee and Executor Job Descriptions

      Trustee and Executor Job Descriptions
      Sep 9 2022

      Losing a loved one is never easy. Taking care of the final documents, bank accounts and settling the estate could not come at a more emotionally challenging time. The process doesn’t need to be complex, but in most cases, it is. Here are some solutions to make your heirs on Your Retirement Playbook easier! 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
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      13 min
    • The Difference Between Trustee, Successor Trustee, and More

      The Difference Between Trustee, Successor Trustee, and More
      Aug 25 2022

      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
      Afficher plus Afficher moins
      13 min
    • Tax Diversification For Your Legacy Plan

      Tax Diversification For Your Legacy Plan
      Aug 19 2022

      All beneficiaries are not equal, and it is the same for assets! Tax diversification in your legacy plan is a great thing! You worked hard for the retirement you want, and you want to enjoy it, but once you have passed on, who gets it, and how should they use it? 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
      Afficher plus Afficher moins
      13 min
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