Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
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Considering a Move to a New Financial Advisor Firm? This webinar is designed for financial advisors contemplating or navigating a firm transition. Industry veteran Duncan MacPherson, CEO of Pareto Systems, will guide you through the key considerations for a smooth transition for you and your clients.
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Always On with Duncan MacPherson - Episode 18
2022-04-28 • 20 second read

Dynastic Drivers in Estate Planning with Julia Norman

Estate planning is the one of those tasks that needs to get done but we often procrastinate to get it done.

In this episode of the ‘Always On with Duncan MacPherson’ podcast Duncan is joined by Julia Norman, Lawyer at Pushor Mitchell LLP, who specializes in civil litigation, estate planning, estate administration, estate litigation & family law. She shares insights and tips on how to navigate your estate planning so you don’t have to plan when something bad happens.

Click here to listen to this podcast

 

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