Preparing for the Generational Wealth Transfer
Includes Q&A - with Duncan
Tuesday, March 4thth at 2 pm ET
Join us for this special webinar hosted by the Institute for Preparing Heirs (IPH), designed specifically for advisors working with high-net-worth families - or those aspiring to.
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#Video
Taxes are Optional
2025-02-14 • 1 min video

This short is an excerpt of a clip from episode 72 of the "Always On with Duncan MacPherson' financial advisor podcast Catherine Tindall, Strategic Tax Planner and Founder of Dominion Enterprise Services. 

WATCH the entire video clip on YouTube: https://youtu.be/QAyFr7-dtwI 

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