Episodes
Monday Sep 27, 2021
Episode 30 - Taking Control - Is Your Estate Plan in Good Shape?
Monday Sep 27, 2021
Monday Sep 27, 2021
The EvoFi team discusses those documents that give you control over your financial and legal affairs if you're no longer with us - or incapacitated. We're joined by Lead Planner, Mike Bennett, of Helios Integrated Planning. That's right: WE ARE TALKING ESTATE PLANS, BABY!
Version: 20240731
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