MENGENAI EPISOD INI
Team Centered. It's one of our four firm pillars and Mindi Cooper, Estate Planning Coordinator, is our "guest" today to share her journey with the firm. She and our Firm Manager, Sherri Holder, shed a little more light on Mindi's personality - the things our clients don't always get to see during the estate planning process. This episode is sure to make our list of favorite segments ever.
Caution: There's a fire engine in the background during a few seconds of this episode.
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EPISOD LAIN DALAM PODCAST INI
Jeanine O'Donnell, Agency Owner of the Lewes, DE State Farm, brings years of experience to our listeners about the importance of insurance. Jeanine defines estate liquidity, dispels several myths, and was a good sport through a fun but unexpected travel question. Enjoy this segment of great ...
Repatriation isn't a process we'd considered before we attended a presentation made by a Parsell Funeral Homes team member. As it relates to funeral planning, the process of repatriation requires an expert, and Andrew Parsell was kind enough to join us for this episode to discuss the t ...
When young adults turn 18, parents and guardians lose their legal authority to act on their behalf—a reality that can create serious complications during emergencies or when support is needed. In this essential episode, attorneys Michele Procino-Wells, Esq. and Amber B. Woodland, Esq. guide youn ...
Jeff Montgomery is the Founder and President of Montgomery Financial, a fully independent Registered Investment Advisory firm. We value Jeff's attention to detail and thorough approach to planning, including his knowledge and interpretation of the SECURE Act. Jeff was one of our very first ...
Penafian: Podcast dan karya seni yang dibenamkan pada halaman ini adalah daripada Procino-Wells & Woodland, LLC, yang merupakan hak milik pemiliknya dan tidak bergabung dengan atau disokong oleh Listen Notes, Inc.
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