התחל במצב לא מקוון עם האפליקציה Player FM !
The Other Talk: Talking to your kids about the rest of your life (a conversation with the author)
Manage episode 215873290 series 1595195
Brad Duling, CFP®, Financial Advisor and Partner, interviews the author of "The Other Talk" and asks key questions about the process of communicating later-in-life wishes within a family. Join us for a behind-the-scenes look at this much used SYM planning resource. www.sym.com The opinions expressed herein are those of SYM Financial Advisors (“SYM”) and are subject to change without notice. This material is not financial advice or an offer to sell any product. SYM reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees, and objectives can be found in our ADV Part 2, which is available upon request.
__________________________
Sym Financial Advisors https://www.sym.com 9100 Keystone Crossing #560, Indianapolis, IN 46240 (800) 888-7968 https://g.page/sym-financial-advisors-in?share
414 Townsend St # 202, Midland, MI 48640 (989) 631-0244 https://g.page/sym-financial-advisors-midland?share
4215 Edison Lakes Pkwy Suite 320, Mishawaka, IN 46545 (574) 287-0035 https://g.page/sym-financial-advisors-mishawaka?gm
7030 Pointe Inverness Way #100, Fort Wayne, IN 46804 (260) 387-6822 https://g.page/sym-financial-fort-wayne?share
801 Park Ave, Winona Lake, IN 46590 (574) 267-2300 https://g.page/sym-financial-advisors-winona?gm
20 פרקים
Manage episode 215873290 series 1595195
Brad Duling, CFP®, Financial Advisor and Partner, interviews the author of "The Other Talk" and asks key questions about the process of communicating later-in-life wishes within a family. Join us for a behind-the-scenes look at this much used SYM planning resource. www.sym.com The opinions expressed herein are those of SYM Financial Advisors (“SYM”) and are subject to change without notice. This material is not financial advice or an offer to sell any product. SYM reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees, and objectives can be found in our ADV Part 2, which is available upon request.
__________________________
Sym Financial Advisors https://www.sym.com 9100 Keystone Crossing #560, Indianapolis, IN 46240 (800) 888-7968 https://g.page/sym-financial-advisors-in?share
414 Townsend St # 202, Midland, MI 48640 (989) 631-0244 https://g.page/sym-financial-advisors-midland?share
4215 Edison Lakes Pkwy Suite 320, Mishawaka, IN 46545 (574) 287-0035 https://g.page/sym-financial-advisors-mishawaka?gm
7030 Pointe Inverness Way #100, Fort Wayne, IN 46804 (260) 387-6822 https://g.page/sym-financial-fort-wayne?share
801 Park Ave, Winona Lake, IN 46590 (574) 267-2300 https://g.page/sym-financial-advisors-winona?gm
20 פרקים
כל הפרקים
×ברוכים הבאים אל Player FM!
Player FM סורק את האינטרנט עבור פודקאסטים באיכות גבוהה בשבילכם כדי שתהנו מהם כרגע. זה יישום הפודקאסט הטוב ביותר והוא עובד על אנדרואיד, iPhone ואינטרנט. הירשמו לסנכרון מנויים במכשירים שונים.