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SK Wealth - Episode 34 - Estate Planning a Key to a Strong Financial Plan
SK Wealth's Solutions & Knowledge podcast
English - March 01, 2023 19:57 - 16 minutes - 15.9 MB - ★★★★★ - 6 ratingsInvesting Business News Business News Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: SK Wealth - Episode 33 - Cybersecurity - Steps to protect you and your family from cybercrime
Next Episode: Employee Stock Options Explained - Episode 35
When's the last time you thought about your estate planning documents? There may be some hidden issues if you haven't reviewed them in coordination with your financial plan. Tune in with Mac Richards, Client Relationship Manager at SK Wealth as he dives into some common pitfalls, as well as how our financial planning process, The Integrated Financial Advantage™, makes estate planning easier for clients.