Financial planning is about creating a legacy - PFS POWER Podcast Ep.2

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Financial planning is about creating a legacy - PFS POWER Podcast Ep.2

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In the second episode of this series of the PFS POWER Podcast, Chris Shadforth discusses client conundrums with POWER Panel members Jay Dhaliwal and Sam Paterson. In the conversation they cover how it can be important to bring in the whole family to certain meetings, ensuring they are all on the same page, and how to support beneficiaries when the inevitable happens. For more resources and webinars visit the POWER website: https://pfspower.org/

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