As you might have noticed, we haven't fulfilled our promise to upload a new podcast episode everyday. However, that doesn't mean there's not work being done behind the scenes.
In this episode, Greg talks about the outcome of the first focus group session. And what's coming next.
He is beginning to build out educational material for members of the Wealth Solutions Network. The goal is to provide estate planning attorneys with tools that they can use to help their clients.
Momentum is building. Stay tuned for more.
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