What does it take to become a next level advisor? Join our discussions with financial advisors and industry experts from a variety of specialties and backgrounds to discover how.
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What does it take to become a next level advisor? Join our discussions with financial advisors and industry experts from a variety of specialties and backgrounds to discover how.
On today’s episode, hosted by Edgar Morales, we hear from Andrew Weinhaus, who is counsel to NextPoint Solutions and the managing member of The Law Office of Andrew Weinhaus. Andrew brings over three decades of expertise to the table, with a laser focus on estate planning, tax strategies, and business succession for closely held entities.
In the discussion, Andrew shares some key reasons why estate planning is such a critical (and timely) topic for financial advisors today. Tune into our discussion to get an insider’s look at one of the most important topics in today’s financial landscape.
The Next Level Advisor
What does it take to become a next level advisor? Join our discussions with financial advisors and industry experts from a variety of specialties and backgrounds to discover how.
