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Abbey Flaum, J.D., LL.M.
Manage episode 344760292 series 3407403
Join us for the second installment of Taking the Complex and Making it Simple: The Merlin Wealth Management Educational Podcast. This week Michael Merlin, Founder of Merlin Wealth Management, has a conversation around estate planning and more with Abbey Flaum, J.D., LL.M., longtime friend and Partner in the Estate Planning Group at Cohen Pollock Merlin Turner based in Atlanta, GA. Please visit https://rcm.rockco.com/merlin for more information about Merlin Wealth Management at Rockefeller Capital Management.
21 episoder
Manage episode 344760292 series 3407403
Join us for the second installment of Taking the Complex and Making it Simple: The Merlin Wealth Management Educational Podcast. This week Michael Merlin, Founder of Merlin Wealth Management, has a conversation around estate planning and more with Abbey Flaum, J.D., LL.M., longtime friend and Partner in the Estate Planning Group at Cohen Pollock Merlin Turner based in Atlanta, GA. Please visit https://rcm.rockco.com/merlin for more information about Merlin Wealth Management at Rockefeller Capital Management.
21 episoder
Alla avsnitt
×1 2024 Election Implications: Insights Into Tax Policy and Estate Planning With A Republican Majority 42:50
1 Nick Sonnenberg On How Efficiency Can Change Your Business 35:02
1 Is the Glass Still Half Full? A Discussion of What’s Ahead in 2H24 and Beyond 53:13
1 Demystifying Family Office Services Part 2 30:39
1 Demystifying Family Office Services Part 1 32:51
1 Solvable Problems: 3rd Quarter 2023 Recap 45:39
1 Demystifying Investment Banking: What to know about Mergers, Acquisitions, and Business Sales 40:07
1 Conventional Wisdom - Bucking the Trend 1:02:05
1 Financial Planning for Millennials and Gen Z 27:29
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