Well... It Depends!

How Do I Leave a Legacy?


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“Well… It Depends!” presents the pros and cons of financial decision making so you feel more informed and confident in your choices.

 

This week, host Andrew Baron, CFP®, EA, dives into the question “How Do I Leave a Legacy?”

 

This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at [email protected]

 

For a full transcript, click here.

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Well... It Depends!By John G. Ullman & Associates, Inc.

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