Joint Ownership and Why Jason Hates It

from CE Drive with Jason Watt · host cedrive

Recently minted CFP® Professional Christian Battistelli joins Jason for a discussion around joint ownership. Christian’s investment dealer is Assante Financial Management Ltd. Subscribe at the CE Drive Podcast Page to get access to Quizzes! Supplementary Materials: MONEY ARCHITECT FINANCIAL PLANNING Investment Risk Tolerance Assessment Investor questionnaire The charity that gave birth to a $300M global impact asset manager

Episode metadata supplied by the publisher feed · Published Feb 2, 2022

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Joint Ownership and Why Jason Hates It

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This episode was published on February 2, 2022.

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