Oct 12, 2023
Yvette speaks with Emily Boothroyd who is a certified financial planner and private wealth advisor with a background as an estate planning attorney. Yvette agrees with Emily that having an estate planning background supports a holistic approach to financial planning. Their conversation will benefit anyone looking to secure their financial legacy.
There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to affect some of the strategies. Investing involves risks including possible loss of principal.