• Financial Planning With The End In Mind. Part 1

  • Feb 23 2022
  • Length: 12 mins
  • Podcast

Financial Planning With The End In Mind. Part 1

  • Summary

  • Many people think of gifting their assets once they have passed away, but what about when you still live? Find out the most efficient way to gift from your assets while you are still living so you can witness the impact of your generosity on this segment of Consider This Program.

    Resources

    • "Trusts, QCDs, & the Death Benefit" Consider This Program with Joe Clark, CFP 9.29.18 Trusts, QCDs, & the Death Benefit - The Financial Enhancement Group (yourlifeafterwork.com)

     

    Connect with Financial Enhancement Group:

    Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup

    Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits

    Visit our website at www.yourlifeafterwork.com

     

    We would love to answer your questions on air!

    Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

    Show More Show Less
activate_Holiday_promo_in_buybox_DT_T2

What listeners say about Financial Planning With The End In Mind. Part 1

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.