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Kandungan disediakan oleh First United Bank & Trust and First United Bank. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh First United Bank & Trust and First United Bank atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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What Matters Most - Estate Planning with Annette Chapman

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Manage episode 361828343 series 2408524
Kandungan disediakan oleh First United Bank & Trust and First United Bank. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh First United Bank & Trust and First United Bank atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Join us on our latest podcast as we sit down with Annette Chapman, VP and Senior Wealth Advisor in First United’s Wealth Management Department. Annette will be sharing her valuable insights on estate planning, discussing what it is, who should consider it, and the key documents that make up a sound estate plan. Whether you're new to estate planning or looking for ways to improve your existing plan, Annette's expertise will provide you with the knowledge and tools you need. Estate planning is a critical component of any sound financial strategy, and this podcast is an essential listen for anyone looking to safeguard their assets and provide for their loved ones. Tune in now and discover the importance of estate planning.

  continue reading

134 episod

Artwork
iconKongsi
 
Manage episode 361828343 series 2408524
Kandungan disediakan oleh First United Bank & Trust and First United Bank. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh First United Bank & Trust and First United Bank atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Join us on our latest podcast as we sit down with Annette Chapman, VP and Senior Wealth Advisor in First United’s Wealth Management Department. Annette will be sharing her valuable insights on estate planning, discussing what it is, who should consider it, and the key documents that make up a sound estate plan. Whether you're new to estate planning or looking for ways to improve your existing plan, Annette's expertise will provide you with the knowledge and tools you need. Estate planning is a critical component of any sound financial strategy, and this podcast is an essential listen for anyone looking to safeguard their assets and provide for their loved ones. Tune in now and discover the importance of estate planning.

  continue reading

134 episod

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