WFY Tax Talk - Private Retirement Planning and Trusts with Dustin Nichols

The WFY Podcast
24/04/2024 18 min
WFY Tax Talk - Private Retirement Planning and Trusts with Dustin Nichols

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Episode Synopsis

The WFY Podcast
WFY Tax Talk - Private Retirement Planning and Trusts with Dustin Nichols

This new episode of The WFY Podcast includes Senior Planning Consultant Gregory Lambourne and guest speaker Dustin Nichols, who is an expert of integrated exemption planning, discussing the ins and outs of private retirement planning and trusts.

Gregory Lambourne, Esq.
Senior Planning Consultant
Wright Ford Young & Co., Irvine, CA
See Profile: https://www.cpa-wfy.com/about-us/practice-leaders/gregory-lambourne/

Click the link to learn more about Wright Ford Young & Co.:
www.cpa-wfy.com/

Facebook: @WFYCPA
LinkedIn: Wright Ford Young & Co.
Instagram: @wfy_cpa

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