The financial advisors role in the administration of long-term trusts
Guest Expert: Josh Yager, Esq., CFP®, ChFC®, CLU®, Anodos Advisors
Date:
Webinar Replay Description
Many financial advisors ask, “How can I add value for my clients who serves as trustees of long-term trusts?” Josh Yager, a licensed attorney and CFP, shared how he helps trustees save time, reduce their personal risk, and fulfill their fiduciary duties of care in this highly rated webinar.
09.08.2022 - LT Trusts
