Mon, 9 March 2015
Today, I speak with family Law attorney, Michelle Lerman who calls in to discuss Glen Campbell’s estate battle. She also discusses estate planning when Alzheimer’s is involved. See her tomorrow in Marin and at the seminar on Thursday in Walnut Creek. I take a listener call about estate planning and filing a final tax return. What investment products young investors should use to start their portfolio and which ones they should avoid. How to properly gauge your risk tolerance.
Don't forget to sign up for the seminar in Walnut Creek Marriot this Thursday! Click here! Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from Noon to 1:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. Commercial-Free |
