Join our host, Mary Vandenack, a legal expert specializing in high-end estate planning, tax strategy, asset protection planning, and business exit and her guests Zac Ritchey, a Certified Planner and Managing Director of Private Wealth Asset Management's Omaha office, and Ben Goethel, Senior Wealth Strategist at Private Wealth, for Part 2 in this series. Gain valuable insights on evaluating your wealth management team as they discuss what the advisor should know about estate planning, tax issues, non-stock market risks, life insurance, custodians, reporting and much more. Tune in before selecting your Dream Team.
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