#103 - Effective Tax Planning w/ Andre Logan, Ivan Kan & Aaron Stocks
Jan 14, 2025•32 min•Ep. 103
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Episode description
In this episode, Lindsay and Carey sit down with financial experts Andre Logan, Ivan Kan, and Aaron Stocks from Agency Point and Ameriprise Financial to discuss the financial needs and strategies for agency owners. This episode explores the importance of diversifying wealth, effective tax planning, and the necessity of having a cohesive advisory team that understands the unique challenges faced by agency owners.
Learn more here: www.SentinelWealthAdvisoryGroup.com
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Agency Focus is the premier resource for agents to understand their agency's value, plan for a transition of ownership, and prepare for acquisitions.
Learn more at https://agency-focus.com/
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