Build Your Legacy
A brief overview of how investors can work with an advisor to begin planning their legacy with Tricia M. Hollander, CIMA®, CPWA®, CFP®.
Do Good With Your Wealth
The basic questions investors must consider when defining what it means to make an impact with their wealth with Tricia M. Hollander, CIMA®, CPWA®, CFP®.
Finding an Advisor Who's Right for You
What investors should look for in an advisor with Jeffrey Lieberman, CIMA®, CPWA®, CFP®.
Are You an Investor Considering a Trust?
Christopher Holtby, CIMA®, CPWA®, Co-founder of Wealth Advisors Trust Company, tackles legacy and trusts for investors.