Leaning on your friends for financial advice will get you in trouble! | TaxGodess Live Fireside Chat #2

TaxGoddess Live's Podcast

English - April 03, 2018 00:00 - 40 minutes - 93.1 MB - ★★★★★ - 2 ratings
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Next Episode: How to consistently delight clients! | TaxGodess Live Fireside Chat #1

There is going to be transfer of assets worth 30 Trillion dollars within the next 30 Years from Baby boomers to beneficiaries that include organizations, children or grand children. You may be in a situation where you probably don't need to seek financial guidance but this windfall may come sooner for beneficiaries as Baby Boomers are getting to the old generations.

Fireside chat exists to educate, entertain and Inspire business owners Entrepreneurs & other passionate self employed Business people.

Fireside Chat #2 Guest
Trey Vineyard, CFP - Sharpepoint
Phone: 480-999-3033
Website: www.sharpepoint.com

Fireside Chat Host
TaxGoddess - Shauna Wekherlien, CPA,
Masters in Tax, Certified Tax Coach
Twitter @taxgoddess
Email [email protected]
Website: www.taxgoddess.com