8. Cross-Border Planning & Education - Kath Derisson
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8. Cross-Border Planning & Education - Kath Derisson
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PFW & Friends - Cross-Border Planning & Education - Kath Derisson
On Wednesday, August 23th 2023 we were joined by Kath Derisson of Fyvie Financial.
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Disclosures: Plan First Wealth LLC is a registered investment adviser. The opinions and videos on this platform are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. Before considering acting on anything you see in these videos, first consult with your tax, legal or investment advisor. Investing involves risk and possible loss of principal capital.