Segment 1: "Segment 1" Key Market Insights, Inflation Surprises, AI Gains, and Estate Planning - 09:41
Segment 2: "Segment 2" What part can trusts play in your wealth strategy? - 10:24
Segment 3: "Segment 3" Why You Might Need to Fire an Executor and How to Do It - 10:11
Segment 4: "Segment 4" Shifting Your Investment Strategy for Income Stability in Retirement - 09:50
Join Dave Popowich and Rob Gerrie as they talk to Katharine Zhang, partner with Walsh LLP, about trusts: What they are, why might you need one, and how do they fit into your total wealth plan.
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