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Copyright 2024 Million Dollar Round Table®

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1 - 2of 2

Results: 2

Bringing attorneys and accountants into the fold

Anthony G. Engrassia, ChFC, LUTCF; Rebecca J. Gonzalez, CFP, CLU; Twyla Dawn Hardham, CFP; Benjamin Harding, CFP, ChFC; Darren W. Ulmer, CLP, CLU

Jul 1, 20246 min

Bringing attorneys and accountants into the fold

Relationships — or lack thereof — with a client’s other advisors can help build a business or stop deals dead in their tracks.
Come together for couple legacy planning

Anthony G. Engrassia, ChFC, LUTCF; Benjamin Harding, CFP, ChFC; Daniel Turnwald, CLU, LUTCF; Darren W. Ulmer, CLP, CLU

May 1, 20246 min

Come together for couple legacy planning

Getting client couples on the same page makes everyone aware of the legacy plan.