DD 3 9-11-21

In this weeks episode, Dan Smith from 20-20 Wealth and Advisory Partners has his partner from McGillis & Wiemer; Megann Hendrix, along with Jared Potter from Stafford Rosenbaum LLP. They discuss a slightly different topic this week - Estate Planning and the importance of having a plan in place and all of the items to consider while Estate Planning.

To further explore the presenters in this episode, the links to their pages are below.

Dan Smith - Certified Divorce Financial Analyst
www.20-20wealth.com

Megann Hendrix
https://www.macgilliswiemer.com/expert-team/megann-s-hendrix/

Jared Potter
https://www.staffordlaw.com/our-people/jared-potter/