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Securing Your Legacy & The Power of Trusts: Featuring Sarah E.J. Collier, JD

“Share the Wealth” is a bi-weekly financial education podcast hosted by Lyndsey Payne, MBA and Leyah Dauber, a pair of Financial Advisors at John G. Ullman & Associates. The pairing teams up to share the wealth of financial education in a series by women, for women.

In this episode, Lyndsey and Leyah discuss the topic, “Securing Your Legacy & The Power of Trusts”. This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at [email protected].

Read the full episode transcript HERE.

Share The Wealth
Share The Wealth
Securing Your Legacy & The Power of Trusts: Featuring Sarah E.J. Collier, JD
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