by Matt | Nov 1, 2023 | Member Spotlights
If Will and Trust have operated as interchangeable vocabulary terms for you up to this point, today’s member presentation would’ve shown you that you’re not rare in that thought—but it’s also not correct. Maybe you did know there was a difference between the two, but...
by Matt | Aug 9, 2023 | Member Spotlights
Many life situations can make managing and protecting your family’s assets feel like a part time job. But it doesn’t have to be. Having the right financial planning fiduciary on one’s team can make all of the difference. Beyond basic licensing, this fiduciary aspect...
by Matt | Jun 7, 2023 | Member Spotlights
In just 10 minutes today, our feature presenter and group tax and accounting expert Angie Finch masterfully laid out what a 1031 Exchange is—and why and how you might execute one—while addressing our questions in real time about this beneficial strategy for building...
