Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
Tuesday, April 23rd at 12 pm ET
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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Estate planning
2022-04-29 • 20 sec

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

In this episode of the ‘Always On with Duncan MacPherson’ podcast Julia Norman, Lawyer at Pushor Mitchell LLP who specializes in estate planning, explains the importance of not procrastinating when it comes to planning your estate.

Here is the link to my podcast with Julia Norman: https://bit.ly/AODM_ep18

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