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On this episode we discuss the importance of financial modeling.   People use everything from Excel, to simplistic Apps, to high end models.   What are the pros and cons of these different models?  How important is having a financial model and what is the right type of model for you?   We discuss how a sophisticated modeling can be used for charitable and legacy planning, optimal trust management, and addressing large stock positions.   I'm joined by Bernstein's Director of Research Tara Thompson Popernik.   

Any questions or comments, I can be reached at [email protected] or 212-969-6655.

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