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Is a Corporate Trustee Right for You?
Serving as a Trustee comes with a laundry list of responsibilities. This week, Ross and Dan go over what is required of someone serving in that role, and introduce how a Corporate Trustee might be able to help.
Give us a follow on Instagram, and send your questions to [email protected]!
Send us a text
Send your questions for upcoming show to [email protected]
@checkyourbalances on Instagram
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By Ross Anderson, CFP® and Daniel Messeca, CFP®
5
5656 ratings
Serving as a Trustee comes with a laundry list of responsibilities. This week, Ross and Dan go over what is required of someone serving in that role, and introduce how a Corporate Trustee might be able to help.
Give us a follow on Instagram, and send your questions to [email protected]!
Send us a text
Send your questions for upcoming show to [email protected]
@checkyourbalances on Instagram
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