Episode 4 — Harnessing the General Power of Appointment for Tax Planning — With David Gebhardt, Esq.

Centura Wealth Advisory believes in sourcing and vetting new strategies that complement traditional money management, allowing the firm to bring only the best value-added solutions to clients. To do so, they often bring in amazing people who share their vision can help clients achieve the best results. Today, Kyle Malmstrom returns with special guest David … Read More Read More