Legacy Planning Podcasts For You
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- Legacy Planning: Here are some podcasts for you!
Legacy Planning: Here are some podcasts for you!
May 8
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LegacyLeaders with Stan Miller and Katie Beth Hand airs Episode 146 on 5/6 with Annrose Isaac. Annrose Isaac is a Shareholder and Senior Advisor at Wade Financial Advisory, Inc. with over 20 years of experience in the financial services industry. Annrose discusses multi-generational planning. Legacy Leaders with Stan Miller and Katie Beth Hand airs Episode 147 on 5/8 with Sally and Tim Santos. Sally and Tim are a husband and wife insurance team who own HealthMarkets Insurance, Santos Agency. Together they specialize in helping individuals and families find the right Health insurance, Medicare, Dental/Vision, and Life insurance plans. Sally and Tim discuss Medicare solutions. Your Life Your Legacy with Stan Miller and Katie Beth Hand airs Episode 51 on 5/9 with Beth Handwerker. Beth Handwerker is a financial planner who also specializes in estate planning. She helps clients walk through creating estate planning documents that help make things as easy as possible for those left behind. Beth discusses incapacity planning essentials. See you next time! Your Life Your Legacy |