Financial Planning for Attorneys with Silver Oak Wealth Planning
As accountants, we become very familiar with our attorney clients finances. We welcomed Les McMullen and Mark Candler from Silver Oak Wealth Planning to the podcast to talk about how how you can approach the subject of financial planning with your attorney clients.
Silver Oak Wealth Planning at Maia Wealth
To schedule a 30-minute Zoom conversation, please contact Mark Candler with two times that work well for you.
Or you can schedule easily at: https://maiawealth.as.me/Mark
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Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk
Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.