Trusts
Keebler - Charitable Trusts to Diversify Concentrated Stock Positions
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- More information
Informações:
Synopsis
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