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Episode 228 - Unwrapping the Inheritance Enigma: A deep dive into Legacy Planning
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المحتوى المقدم من Ultimate Advisor. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Ultimate Advisor أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
Join us on the latest episode of The Ultimate Advisor Podcast as we embark on an enlightening journey with a remarkable guest, Joe Clark, the visionary founder of Financial Enhancement Group Trust Services (FEGTS).
In this captivating episode, we delve headfirst into the world of Legacy Planning, exploring the secrets behind creating the Gold Standard in Legacy Planning. Joe Clark, a true industry pioneer, shares his invaluable insights and unravels the inheritance enigma, taking us on a deep dive into the intricate realms of Legacy Planning and Trust Services.
Prepare to be enlightened, as we unlock the key to securing your family's financial future and leaving a lasting legacy. Tune in for a conversation that will forever change the way you think about your financial legacy!
Reach out now to set up your LEGACY next steps meeting:
Email: TrustTeam@FEGTrust.com
Phone: 877-514-6863
Website: www.FEGTrust.com
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