• Fundamentals of Estate Planning

  • 2024/09/09
  • 再生時間： 41 分
  • ポッドキャスト

Fundamentals of Estate Planning

無料で聴く

ポッドキャストの詳細を見る

  • サマリー

  • On this podcast, C&A Financial Group Managing Partner and CEO Frank Congilose and Financial Professional, Michael Canarick, JD, LLM will go over the essential components of estate planning. Whether you are just beginning to think about your estate plan or looking to refresh your existing strategy, this session will help put you on a path towards providing peace of mind for your loved ones.

    The topics discussed on this podcast include: Introduction to estate planning, wills and trusts, estate tax basics, powers of attorney, medical directives and living wills.

    Disclosures:
    Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. The information provided is based on our general understanding of the subject matter discussed and is for informational purposes only.

    Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). This material is intended for general use. By providing this content The Guardian Life Insurance Company of America and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. C&A Financial Group is not an affiliate or subsidiary of PAS or Guardian. Frank Congilose CA Insurance License Number 0M07287. Michael is a Registered Representative of PAS and Financial Representative of Guardian. Not practiing JD, LLM for Guardian or its subsidiaries or affiliates. CA Insurance License Number 0K31013. 2024-180733 Exp 09/26

    To learn more about C&A Financial Group or to consider a fulfilling career with us, visit us online at www.ca-strategy.com for more information.

    Follow us online on Facebook, LinkedIn and YouTube
    続きを読む 一部表示
activate_samplebutton_t1

あらすじ・解説

On this podcast, C&A Financial Group Managing Partner and CEO Frank Congilose and Financial Professional, Michael Canarick, JD, LLM will go over the essential components of estate planning. Whether you are just beginning to think about your estate plan or looking to refresh your existing strategy, this session will help put you on a path towards providing peace of mind for your loved ones.

The topics discussed on this podcast include: Introduction to estate planning, wills and trusts, estate tax basics, powers of attorney, medical directives and living wills.

Disclosures:
Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. The information provided is based on our general understanding of the subject matter discussed and is for informational purposes only.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). This material is intended for general use. By providing this content The Guardian Life Insurance Company of America and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. C&A Financial Group is not an affiliate or subsidiary of PAS or Guardian. Frank Congilose CA Insurance License Number 0M07287. Michael is a Registered Representative of PAS and Financial Representative of Guardian. Not practiing JD, LLM for Guardian or its subsidiaries or affiliates. CA Insurance License Number 0K31013. 2024-180733 Exp 09/26

To learn more about C&A Financial Group or to consider a fulfilling career with us, visit us online at www.ca-strategy.com for more information.

Follow us online on Facebook, LinkedIn and YouTube
衛生・健康的な生活
続きを読む 一部表示

Fundamentals of Estate Planningに寄せられたリスナーの声

カスタマーレビュー：以下のタブを選択することで、他のサイトのレビューをご覧になれます。

Audible.co.jp

Amazon.co.jp
レビューはまだありません。