Introducing The Practical Planner

from The Practical Planner · host wealth.com

The Practical Planner is a new show from wealth.com where Anne Rhodes, expert estate planning attorney and our Chief Legal Officer + Thomas Kopelman, a top financial advisor and Co-Founder of AllStreet Wealth break down everything advisors need to know about estate planning. In this quick intro episode Thomas and Anne talk about why they’re excited for the show to launch and what listeners can expect from future episodes.

Episode metadata supplied by the publisher feed · Published Oct 12, 2023

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Introducing The Practical Planner

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This episode was published on October 12, 2023.

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