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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...
Tax vs a Financial Plan

Tax vs a Financial Plan

Tax vs. a Financial Plan Recorded on April 4, 2024 In this episode of InFocus, Mike Gassewitz, CEO of TriCert Financial Group, and Gord Hardie, VP of Financial Planning at TriCert Private Wealth, discuss the distinction between a tax plan and a financial plan. Tax...