Coming up January 23 - Understanding money personalities

Hello again! We are thrilled to share our latest podcast episodes and upcoming release from our podcast, Spark…On the go.?

That’s right, our podcast has a new name, but we’re still serving you up the same great content!

In this episode, DeeAnn chats with William Yeung about the intricacies of estate planning. William shares his expertise on various estate planning tools and strategies, emphasizing the importance of understanding individual objectives and minimizing estate challenges.? Key highlights from the episode include:

• Overview of estate planning: What is estate planning? What does it involve and what it doesn’t.
• Tools for estate planning: Various tools can be used in estate planning to help organize affairs and transfer assets efficiently.
• Complex scenarios: William explains that estate planning can get complex, especially in situations like second marriages, business ownership, and having multiple heirs.

Learn about key estate planning tools like a Last Will & Testament, life insurance, and trusts. Listen in for valuable insights for both new and seasoned advisors to better serve their clients' estate planning needs.

• Apple Podcasts
• Spotify
• Amazon Music
• Direct Link

To explore our past episodes and learn more about Spark…On the go! visit ivari.ca/podcast or download and listen wherever you get your podcasts.

Here's to your continued success!

ivari Canada