Webinar Replay: Providing Financial Advice to Family Members

In this recording, hear from four financial experts as they discuss their experiences advising their families' finances, how they've helped them avoid financial mistakes, and also share how advisor's families go through the same financial challenges that their clients face.

Panelists include:

  • Laurie Sall, Partner at @Aspen,

  • Russell Ho, CFP® at Succession Financial Planning,

  • Lynette Thompson, Financial Services Rep at Colina Insurance Ltd

  • H. Adam Holt, CEO & Founder of Asset-Map

TJ HillReplay