SimplyAdvised

SimplyAdvised


The Family Estate Organizer With a Heart — With Dean Thurman

December 08, 2020

What is one of the greatest gifts we can give to the next generation? In this episode, Dean Thurman AIF®, the co-founder and senior partner of InvestWise Financial, LLC shares a unique gift that will help families prepare and bring them closer together after the loss of a loved one.   In this episode, you will … Continue reading The Family Estate Organizer With a Heart — With Dean Thurman →