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The Difference Between Trustee, Successor Trustee, and More
Manage episode 338967886 series 2840050
Innehåll tillhandahållet av Financial Enhancement Group, LLC, Joe Clark, and CFP with Financial Enhancement Group. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Financial Enhancement Group, LLC, Joe Clark, and CFP with Financial Enhancement Group eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
Challenges that arise inside of the financial world can be complex. For example, what is the difference between a trustee and a successor trustee or executor? What are the job duties for all the positions inside your Legacy Plan? On Your Retirement Playbook, we will discuss various job duties and responsibilities. Call now to schedule your complimentary Next Steps meeting at 800-928-4001 or learn more at www.yourlifeafterwork.com.
Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits Visit our website at www.yourlifeafterwork.com We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com
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