Episode Synopsis "Leaning on your friends for financial advice will get you in trouble! | TaxGodess Live Fireside Chat #2 "

There is going to be transfer of assets worth 30 Trillion dollars within the next 30 Years from Baby boomers to beneficiaries that include organizations, children or grand children. You may be in a situation where you probably don't need to seek financial guidance but this windfall may come sooner for beneficiaries as Baby Boomers are getting to the old generations. Fireside chat exists to educate, entertain and Inspire business owners Entrepreneurs & other passionate self employed Business people. Fireside Chat #2 Guest Trey Vineyard, CFP - Sharpepoint Phone: 480-999-3033 Website: www.sharpepoint.com Fireside Chat Host TaxGoddess - Shauna Wekherlien, CPA, Masters in Tax, Certified Tax Coach Twitter @taxgoddess Email [email protected] Website: www.taxgoddess.com

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