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What's Your Estate Plan? (Feat. Dina Nam) episode artwork

EPISODE · Aug 29, 2020 · 31 MIN

What's Your Estate Plan? (Feat. Dina Nam)

from Financial Aspects - Financial planning in a dynamic world (Paul Saad/Collabria Capital)

Our guest Dina Nam discusses some timely estate planning topics. We also discuss an exciting new virtual/hybrid Estate Planning platform called Vanilla. Dina is a Wealth Strategist with AdvicePeriod.

What this episode covers

Our guest Dina Nam discusses some timely estate planning topics. We also discuss an exciting new virtual/hybrid Estate Planning platform called Vanilla. Dina is a Wealth Strategist with AdvicePeriod.

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What's Your Estate Plan? (Feat. Dina Nam)

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Frequently Asked Questions

How long is this episode of Financial Aspects - Financial planning in a dynamic world (Paul Saad/Collabria Capital)?

This episode is 31 minutes long.

When was this Financial Aspects - Financial planning in a dynamic world (Paul Saad/Collabria Capital) episode published?

This episode was published on August 29, 2020.

What is this episode about?

Our guest Dina Nam discusses some timely estate planning topics. We also discuss an exciting new virtual/hybrid Estate Planning platform called Vanilla. Dina is a Wealth Strategist with AdvicePeriod.

Can I download this Financial Aspects - Financial planning in a dynamic world (Paul Saad/Collabria Capital) episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
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