The Interaction with Financial Planners in the Law

from FHP Lawyers Law Talk Podcast · host FHP Lawyers

This week our host Clay Williams welcomes a special guest in Rocky Taetz, a financial planner at De Thomas Wealth Management. Together they discuss the ways in which lawyers and financial planners interact on behalf of a client.

Episode metadata supplied by the publisher feed · Published Sep 6, 2022

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The Interaction with Financial Planners in the Law

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This episode was published on September 6, 2022.

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