Creative Planning, Peter Mallouk, Chrissy Knopke, Annie Rogers
27 episodes
2 months ago
A Matter of Trust, hosted by Creative Planning attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.
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A Matter of Trust, hosted by Creative Planning attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.
Eat better, exercise more… and do some estate planning? Attorneys Chrissy Knopke and Annie Rogers make the case for taking eight actions in 2022 – from executing and funding your trust to reviewing your beneficiaries – to at least get your estate plan, if not your body, into shape.
A Matter of Trust
A Matter of Trust, hosted by Creative Planning attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.