BU BÖLÜM HAKKINDA
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 podcast guests and he's back to discuss the latest changes to this law. This is another example of how Jeff and his team bring complex topics to life in easy to understand terms.
ingilizce
Amerika Birleşik Devletleri
TRANSKRİPT 🔗
Are you the producer of this podcast?
Add a podcast transcript
Need Audio-to-Text?
Transcribe with Listen411 in Just 60 Seconds
SON BÖLÜMLERİ ARA
Off The Clock için geçmiş bölümleri ara.
BU PODCAST'IN DİĞER BÖLÜMLERİ
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 ad…
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 young a…
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 thin…
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 a…
Feragatname: Bu sayfaya yerleştirilmiş podcast ve sanat eserleri, sahibinin mülkiyetinde olan ve Listen Notes, Inc.'e bağlı olmayan veya tarafından onaylanmayan Procino-Wells & Woodland, LLC'e aittir.
DÜZENLE
Podcast veritabanını güncel tutmaya yardımcı olduğunuz için teşekkür ederiz.
