It pays to plan

Posted on

Money is vital to everyday life but not everyone knows how to handle it – especially the children set to inherit it! Attorney Al Spiegel joins us to talk about how to get children AND charity into the conversation, and how to make sure your clients are putting their money in the places they WANT instead of the places they THINK they should be putting it.

This program may have passed its compliance expiration date.

Please fill out the 'request access' form so we can get it re-approved and make it available to you.

This content has passed its compliance approval expiration date.

If you'd like access, please let us know so we can re-approve it for you.