Trusts
Keebler - Charitable Trusts to Diversify Concentrated Stock Positions
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
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Sinopsis
Bob Keebler discusses how charitable and financial planning can intersect to accomplish client goals. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com