What's Your Estate Plan? (Feat. Dina Nam) Financial Aspects - Financial planning in a dynamic world (Paul Saad/Collabria Capital)
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- Investing
Our guest Dina Nam discusses some timely estate planning topics. We also discuss an exciting new virtual/hybrid Estate Planning platform called Vanilla. Dina is a Wealth Strategist with AdvicePeriod.
Our guest Dina Nam discusses some timely estate planning topics. We also discuss an exciting new virtual/hybrid Estate Planning platform called Vanilla. Dina is a Wealth Strategist with AdvicePeriod.
31 min