Financial Planning for Attorneys with Silver Oak Wealth Planning episode artwork

EPISODE · Oct 19, 2023 · 55 MIN

Financial Planning for Attorneys with Silver Oak Wealth Planning

from Accountants Law Pod™ · host Lynda Artesani, Sarah Prevost, and Steven Libhart

As accountants, we become very familiar with our attorney clients finances. We welcomed Les McMullen and Mark Candler from Silver Oak Wealth Planning to the podcast to talk about how how you can approach the subject of financial planning with your attorney clients. Silver Oak Wealth Planning at Maia Wealth To schedule a 30-minute Zoom conversation, please contact Mark Candler with two times that work well for you. [email protected] Or you can schedule easily at: https://maiawealth.as.me/Mark   Be sure to subscribe for more episodes! Find us on YouTube as well! If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up! If you want to follow along with Steve’s airstream adventures, as well as Accountants Law Pod updates, be sure to follow us on instagram at Accountants Law Pod. Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.

Episode metadata supplied by the publisher feed · Published Oct 19, 2023

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Financial Planning for Attorneys with Silver Oak Wealth Planning

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