1-16-25 David Shaffer joins Alex Neri of Six Point Financial Partners as a guest speaker on the Roadmap to Retirement Podcast
David Shaffer, Esq., Chair of our Family Wealth & Estate Planning Department, joined Alex Neri, CFP®, ChFC®, RICP®on his podcast to discuss how an irrevocable trust can be a powerful estate planning tool to safeguard your most valuable asset: your home.
🎧 Listen to the full discussion on Apple Podcasts, Spotify, or by clicking the link: Road to retirement Stay informed, stay prepared!
