Episode 53: Disrupting Estate Planning with Fintech Firm Wealth.com

The 9Innings Podcast di Kevin Thompson, RICP®, CFP®

Note sull'episodio
Welcome to the 9Innings Podcast where we Educate, Empower and Engage. ON THIS WEEKS PODCAST: Kevin talks to Danny Lohrfink of wealth.com about industry disruption and how they are providing technology in the estate planning space. Wealth.com provides advisors the ability to bring estate planning to their clients. It allows for many families to begin the estate planning process with simplicity, and without the additional cost associated with traditional approaches. Listen to this weeks episode of the 9Innings Podcast and contact us directly if you have questions. How Wealth.com fills the niche: (2: ... 
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Parole chiave
retirement planningfintechestate planning