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The Investments & Wealth Institute Exceptional Advisor podcast series provides financial professionals the latest information on how advisors can better serve their clients, differentiate themselves from the competition, and improve their ability to communicate the competencies that make them exceptional. Listeners will enjoy interviews with some of the world's leading financial services experts and practitioners.

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  2. Episode 9 - Estate Planning and Charitable Giving With Martin Shenkman

Episode 9 - Estate Planning and Charitable Giving With Martin Shenkman

Oct 8, 2018

Robert Powell, editor of Retirement Daily at The Street, interviews Martin Shekman of Shenkman Law, on estate planning and charitable giving in the wake of the 2017 tax cuts and jobs act.