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Welcome to another episode of our Mariner Wealth Advisors special series.
In today’s episode, we are featuring a special conversation that Mariner Wealth Advisors hosted for their advisors and clients. This special chat will cover how the election impacts the economy, estate planning, and some tips on changes you can make to your portfolio to increase tax savings.
In this episode you’ll hear from the below Mariner team members:
Brian Leitner - Head of Wealth Management
Bill Greiner - Chief Economist
Jodi Robinson - Managing Director, Tax Planning & Preparation
Patrick Shaw - Director Senior Wealth Advisor
If you'd like to learn more about how ReAllocate + Mariner Wealth Advisors can help you build a roadmap for your real estate investments head to — BuildMyRoadmap.com.
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Welcome to another episode of our Mariner Wealth Advisors special series.
In today’s episode, we are featuring a special conversation that Mariner Wealth Advisors hosted for their advisors and clients. This special chat will cover how the election impacts the economy, estate planning, and some tips on changes you can make to your portfolio to increase tax savings.
In this episode you’ll hear from the below Mariner team members:
Brian Leitner - Head of Wealth Management
Bill Greiner - Chief Economist
Jodi Robinson - Managing Director, Tax Planning & Preparation
Patrick Shaw - Director Senior Wealth Advisor
If you'd like to learn more about how ReAllocate + Mariner Wealth Advisors can help you build a roadmap for your real estate investments head to — BuildMyRoadmap.com.