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Echoes Series on Legacy Planning

Echoes Series on Legacy Planning

INFOCUS PODCAST  ECHOES SERIES ON LEGACY PLANNING The Echoes Series on Legacy Planning, hosted by Mike Gassewitz of TriCert Financial Group, delves into the essential aspects of creating a robust financial legacy. The series begins with foundational discussions on the...
Do I really need a financial plan?

Do I really need a financial plan?

INFOCUS PODCAST  DO I REALLY NEED A FINANCIAL PLAN? Recorded on March 5, 2024 In this episode of InFocus, Mike Gassewitz, CEO at TriCert Financial Group, welcomes Gord Hardie, CFP®, CIM, VP of Financial Planning at TriCert Private Wealth, to discuss the importance of...
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