Financial Wellness & Disaster Savings Accounts
Failed to add items
Sorry, we are unable to add the item because your shopping basket is already at capacity.
Add to cart failed.
Please try again later
Add to wishlist failed.
Please try again later
Remove from wishlist failed.
Please try again later
Follow podcast failed
Unfollow podcast failed
Financial Wellness & Disaster Savings Accounts
-
Narrated by:
-
Written by:
About this listen
In this episode the co-founders of FIIC, Bob Mittel and Scott Stathis, talk with members about the benefits of adopting a financial wellness posture while working with clients to protect their assets.
In addition, Kevin McKechnie from partner institution The American Bankers Association, discusses the evolution of Disaster Savings Accounts and the value of using these tax advantaged vehicles as a means of asset protection.
No reviews yet