SOBRE ESTE EPISÓDIO
Osaic's Eric Baumgardner speaks with Cody Barbo from Trust & Will. Cody is the Founder and Chief Executive Officer of Trust & Will. Since starting Trust & Will in 2017, he has worked endlessly to make estate planning an affordable and inclusive option for all American families. Hear about tax planning reports, AI assistance for client meetings and how to handle the emotional side.
Inglês
Estados Unidos da América
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EDITAR
Obrigado por ajudar a manter a base de dados dos podcasts atualizada.
