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We sit down with Susan Colpitts, one of the founders of Signature Family Wealth Advisors and Signature's Chief of Client Experience. She talks about approaching estate planning in a way that alleviates anxiety and seriousness through planning. She also presents a refreshingly unique strategy around philanthropy.
4.9
2424 ratings
We sit down with Susan Colpitts, one of the founders of Signature Family Wealth Advisors and Signature's Chief of Client Experience. She talks about approaching estate planning in a way that alleviates anxiety and seriousness through planning. She also presents a refreshingly unique strategy around philanthropy.
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