Your Financial Journey: Estate Planning
Jun 16, 2021•56 min•Season 1Ep. 7
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Episode description
In this podcast, senior members of the PWA Team discuss joint tenancy, wills, trusts, estate taxes and other matters related to estate planning. Join Executive Vice President Doug DeGroot, CFP®, Senior VP Brian Granato, CTFA and Senior VP Tom Clifford as they share valuable insights gained over the years.
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With over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to understand your financial goals and identify the best strategy to achieve them.
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