Our host, Kurt Baker, met with Sam Venezaile of SEI Investments to discuss the benefits of trust accounting, recent examples, the difference between trust versus brokerage, and the manager selection process.

Trust Accounting with Sam Venezaile

Master Your Finances is a weekly podcast that simplifies the complicated world of personal, 
		  small business and corporate finances. Kurt Baker, CFP® from Certified Wealth Management and Investment
		  discusses the trends and current government regulations that will have an impact on your personal wealth 
		  and financial management, enabling you to make more informed decisions the next time you talk to your financial 
		  adviser. You can listen to Master Your Finances live every Sunday morning at 9 a.m. on 107.7 The Bronc, online at 
		  www.1077TheBronc.com and via our Android and iOS apps. Search and download: WRRC1.

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Master Your Finances is a weekly podcast that simplifies the complicated world of personal, small business and corporate finances. Kurt Baker, CFP® from Certified Wealth Management and Investment discusses the trends and current government regulations that will have an impact on your personal wealth and financial management, enabling you to make more informed decisions the next time you talk to your financial adviser. You can listen to Master Your Finances live every Sunday morning at 9 a.m. on 107.7 The Bronc, online at www.1077TheBronc.com and via our Android and iOS apps. Search and download: WRRC1.

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Trust Accounting with Sam Venezaile

Trust Accounting with Sam Venezaile