31 min

What's Your Estate Plan? (Feat. Dina Nam‪)‬ Financial Aspects - Financial planning in a dynamic world (Paul Saad/Collabria Capital)

    • 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