This Week on our Legacy Shows

March 05, 2025

Legacy Planning Podcasts For You

Legacy Leaders with Stan and Katie Beth airs a bonus episode with Terry DuPont and Gary Heldt on 3/5. Gary, a certified tax coach, discuss the importance of proactive tax planning and building strong client relationships. They highlight the significance of having a team of advisors to help small business owners maximize financial success and strategic business growth.

See you next time!
Your Life Your Legacy