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Attorney and MBA Richard Dwornik will be joining us to discuss the most common estate planning and living trust mistakes, but first, we’ll review some stocks that almost made into the Black Diamond Dividend Portfolio, but not quite. You may be surprised by the names, and surprised to learn why they didn't make the cut! Then Steve reviews the Safer Buckets retirement strategy.
By Steve Jurich5
22 ratings
Attorney and MBA Richard Dwornik will be joining us to discuss the most common estate planning and living trust mistakes, but first, we’ll review some stocks that almost made into the Black Diamond Dividend Portfolio, but not quite. You may be surprised by the names, and surprised to learn why they didn't make the cut! Then Steve reviews the Safer Buckets retirement strategy.