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It's sorted Money Month, and in our latest episode we explored the importance of having a will and EPA. In this quick bite, Public Trust CEO Glenys Talavai gives us the rundown how a share portfolio can fit into a will and the choices that can arise.Â
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
5
33 ratings
It's sorted Money Month, and in our latest episode we explored the importance of having a will and EPA. In this quick bite, Public Trust CEO Glenys Talavai gives us the rundown how a share portfolio can fit into a will and the choices that can arise.Â
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.
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