Is a Corporate Trustee Right for You?
Check Your Balances - Un pódcast de Ross Anderson, CFP® and Daniel Messeca, CFP® - Miercoles
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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
