<div class="financity-mobile-header financity-header-background financity-style-slide" id="financity-mobile-header" ><div class="financity-mobile-header-container financity-container" ><div class="financity-logo financity-item-pdlr"><div class="financity-logo-inner"><a href="https://www.assetsandincome.com/" ><img src="https://www.assetsandincome.com/wp-content/uploads/2020/06/AI_2CLR_POS_H-01.png" alt="Logo" width="405" height="94" title="Logo" /></a></div></div><div class="financity-mobile-menu-right" ><div class="financity-main-menu-search" id="financity-mobile-top-search" ><i class="fa fa-search" ></i></div><div class="financity-top-search-wrap" > <div class="financity-top-search-close" ></div> <div class="financity-top-search-row" > <div class="financity-top-search-cell" > <form role="search" method="get" class="search-form" action="https://www.assetsandincome.com/"> <input type="text" class="search-field financity-title-font" placeholder="Search..." value="" name="s"> <div class="financity-top-search-submit"><i class="fa fa-search" ></i></div> <input type="submit" class="search-submit" value="Search"> <div class="financity-top-search-close"><i class="icon_close" ></i></div> </form> </div> </div> </div> <div class="financity-mobile-menu" ><a class="financity-mm-menu-button financity-mobile-menu-button financity-mobile-button-hamburger" href="#financity-mobile-menu" ><span></span></a><div class="financity-mm-menu-wrap financity-navigation-font" id="financity-mobile-menu" data-slide="right" ><ul id="menu-main-navigation" class="m-menu"><li class="show-on-mobile menu-item menu-item-type-post_type menu-item-object-page menu-item-8912"><a href="https://www.assetsandincome.com/client-access/">Client Access</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-home menu-item-5628"><a href="https://www.assetsandincome.com/">Home</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-has-children menu-item-6522"><a href="https://www.assetsandincome.com/who-we-serve/">Who We Serve</a> <ul class="sub-menu"> <li class="menu-item menu-item-type-custom menu-item-object-custom menu-item-6544"><a href="/who-we-serve/families/">Families</a></li> <li class="menu-item menu-item-type-custom menu-item-object-custom menu-item-6546"><a href="/who-we-serve/business-owners-and-executives/">Business Owners and Executives</a></li> <li class="menu-item menu-item-type-custom menu-item-object-custom menu-item-6548"><a href="/who-we-serve/life-transitions/">Life Transitions</a></li> <li class="menu-item menu-item-type-custom menu-item-object-custom menu-item-6550"><a href="/who-we-serve/womens-wealth-and-wellness/">Women’s Wealth and Wellness</a></li> </ul> </li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-has-children menu-item-6733"><a href="https://www.assetsandincome.com/services/">Services</a> <ul class="sub-menu"> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-has-children menu-item-9800"><a href="https://www.assetsandincome.com/financial-advise/">Financial Advice Services</a> <ul class="sub-menu"> <li class="menu-item menu-item-type-custom menu-item-object-custom menu-item-12126"><a href="https://www.assetsandincome.com/who-we-serve/retirement-planning/">Retirement Planning</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-10386"><a href="https://www.assetsandincome.com/financial-advise/business-succession-planning/">Business Succession Planning</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-10397"><a href="https://www.assetsandincome.com/financial-advise/real-estate-investment-planning/">Real Estate Planning</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-10400"><a href="https://www.assetsandincome.com/financial-advise/wealth-transfer-planning/">Wealth Transfer Planning</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-10396"><a href="https://www.assetsandincome.com/financial-advise/concentrated-equity-strategies/">Concentrated Equity Strategies</a></li> </ul> </li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-has-children menu-item-9801"><a href="https://www.assetsandincome.com/investment-advice/">Investment Advice</a> <ul class="sub-menu"> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-11219"><a href="https://www.assetsandincome.com/investment-advice/401k-advice-for-individuals-and-businesses/">401k Advice for Individuals and Businesses</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-10471"><a href="https://www.assetsandincome.com/investment-advice/stock-and-stock-fund-investments/">Stock and Stock Fund Investments</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-10472"><a href="https://www.assetsandincome.com/investment-advice/asset-allocation-and-portfolio-management/">Asset Allocation and Portfolio Management</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-11220"><a href="https://www.assetsandincome.com/investment-advice/iras-roth-rollover-inherited-and-more/">IRAs: Roth, Rollover, Inherited and More</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-11566"><a href="https://www.assetsandincome.com/investment-advice/single-stock-diversification/">Single Stock Diversification</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-11218"><a href="https://www.assetsandincome.com/investment-advice/annuities-of-all-kinds/">Annuities of All Kinds</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-11221"><a href="https://www.assetsandincome.com/investment-advice/investment-performance-analysis/">Investment Performance Analysis</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-11222"><a href="https://www.assetsandincome.com/investment-advice/hedging-strategies-and-alternatives/">Hedging Strategies and Alternatives</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-11223"><a href="https://www.assetsandincome.com/investment-advice/stock-option-planning/">Stock Option Planning</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-11292"><a href="https://www.assetsandincome.com/investment-advice/esg-investment-advisors/">Environmental Social and Governance Investing</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-11455"><a href="https://www.assetsandincome.com/investment-advice/bonds-and-fixed-income-investments/">Bonds and Fixed Income Investments</a></li> </ul> </li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-has-children menu-item-9809"><a href="https://www.assetsandincome.com/tax-and-estate-planning-advice/">Tax and Estate Planning</a> <ul class="sub-menu"> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-11461"><a href="https://www.assetsandincome.com/tax-and-estate-planning-advice/setting-up-trust-accounts/">Setting up Trust Accounts</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-11463"><a href="https://www.assetsandincome.com/tax-and-estate-planning-advice/tax-efficient-distribution-of-wealth/">Tax Efficient Distribution of Wealth</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-11462"><a href="https://www.assetsandincome.com/tax-and-estate-planning-advice/social-security-benefit-options/">Social Security Benefit Options</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-11464"><a href="https://www.assetsandincome.com/tax-and-estate-planning-advice/tax-optimization-strategies/">Tax Optimization Strategies</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-11465"><a href="https://www.assetsandincome.com/tax-and-estate-planning-advice/asset-protection-and-reducing-risks/">Asset Protection and Reducing Risks</a></li> </ul> </li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-has-children menu-item-9808"><a href="https://www.assetsandincome.com/insurance-and-risk-management/">Insurance and Risk Management</a> <ul class="sub-menu"> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-12124"><a href="https://www.assetsandincome.com/insurance-and-risk-management/long-term-care-insurance-planning/">Long-term care Planning</a></li> </ul> </li> </ul> </li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-has-children menu-item-9810"><a href="https://www.assetsandincome.com/periscope-blog/">Resources</a> <ul class="sub-menu"> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-6827"><a href="https://www.assetsandincome.com/periscope-blog/">Blog</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-9003"><a href="https://www.assetsandincome.com/investment-advice-ira-plans-videos/">Investment Advice Videos</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-7148"><a href="https://www.assetsandincome.com/go-tax-free-life-insurance-roth-iras/">Go Tax Free</a></li> <li class="menu-item menu-item-type-custom menu-item-object-custom menu-item-7679"><a href="/events/">Upcoming Events</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-9811"><a href="https://www.assetsandincome.com/download-a-white-paper/">Whitepapers</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page current-page-ancestor menu-item-9991"><a href="https://www.assetsandincome.com/financial-podcast/">Financial Advice Podcast</a></li> </ul> </li> <li class="menu-item menu-item-type-custom menu-item-object-custom menu-item-has-children menu-item-7135"><a href="/why-choose-us/">About Us</a> <ul class="sub-menu"> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-6653"><a href="https://www.assetsandincome.com/our-process-our-promise/">Our Process, Our Promise</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-6677"><a href="https://www.assetsandincome.com/what-we-believe/">What We Believe</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-6580"><a href="https://www.assetsandincome.com/our-team/">Our Team</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-6663"><a href="https://www.assetsandincome.com/our-history/">Our History</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-6608"><a href="https://www.assetsandincome.com/our-values/">Our Values</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-7332"><a href="https://www.assetsandincome.com/our-community/">Our Community</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-6585"><a href="https://www.assetsandincome.com/why-choose-us/">Why Choose Us</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-7333"><a href="https://www.assetsandincome.com/career/">Careers</a></li> </ul> </li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-6525"><a href="https://www.assetsandincome.com/contact/">Contact</a></li> </ul></div></div></div></div></div></div><div class="financity-body-outer-wrapper "> <div class="financity-body-wrapper clearfix financity-with-transparent-header financity-with-frame"> <div class="financity-header-background-transparent" ><div class="financity-top-bar" ><div class="financity-top-bar-background" ></div><div class="financity-top-bar-container clearfix financity-container " ><div class="financity-top-bar-left financity-item-pdlr"><a href=/client-access/"><i class="fa fa-user" style="font-size: 17px ;color: #fff ;margin-left: 20px ;margin-right: 10px ;" ></i><strong>Client Access</strong></a></div><div class="financity-top-bar-right financity-item-pdlr"><div class="financity-top-bar-right-text"><a href="tel:+1 303-690-5070"><i class="fa fa-phone" style="font-size: 17px ;color: #fff ;margin-left: 20px ;margin-right: 10px ;" ></i><strong>+1 303-690-5070</strong></a></div><span class="financity-top-bar-divider financity-left-margin" ></span><div class="financity-top-bar-right-social" ><a href="https://www.facebook.com/AandIFinancialServices/" target="_blank" class="financity-top-bar-social-icon" title="facebook" ><i class="fa fa-facebook" ></i></a><a href="https://www.linkedin.com/company/a&i-financial-services/" target="_blank" class="financity-top-bar-social-icon" title="linkedin" ><i class="fa fa-linkedin" ></i></a><a href="https://www.youtube.com/channel/UCakfq8mzV3Z0aLaB7JX_RQA" target="_blank" class="financity-top-bar-social-icon" title="youtube" ><i class="fa fa-youtube" ></i></a></div></div></div></div> <header class="financity-header-wrap financity-header-style-plain financity-style-menu-right financity-sticky-navigation financity-style-slide" data-navigation-offset="75px" > <div class="financity-header-background" ></div> <div class="financity-header-container financity-container"> <div class="financity-header-container-inner clearfix"> <div class="financity-logo financity-item-pdlr"><div class="financity-logo-inner"><a href="https://www.assetsandincome.com/" ><img src="https://www.assetsandincome.com/wp-content/uploads/2020/06/AI_2CLR_POS_H-01.png" alt="Logo" width="405" height="94" title="Logo" /></a></div></div> <div class="financity-navigation financity-item-pdlr clearfix " > <div class="financity-main-menu" id="financity-main-menu" ><ul id="menu-main-navigation-1" class="sf-menu"><li class="show-on-mobile menu-item menu-item-type-post_type menu-item-object-page menu-item-8912 financity-normal-menu"><a href="https://www.assetsandincome.com/client-access/">Client Access</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-home menu-item-5628 financity-normal-menu"><a href="https://www.assetsandincome.com/">Home</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-has-children menu-item-6522 financity-normal-menu"><a href="https://www.assetsandincome.com/who-we-serve/" class="sf-with-ul-pre">Who We Serve</a> <ul class="sub-menu"> <li class="menu-item menu-item-type-custom menu-item-object-custom menu-item-6544" data-size="60"><a href="/who-we-serve/families/">Families</a></li> <li class="menu-item menu-item-type-custom menu-item-object-custom menu-item-6546" data-size="60"><a href="/who-we-serve/business-owners-and-executives/">Business Owners and Executives</a></li> <li class="menu-item menu-item-type-custom menu-item-object-custom menu-item-6548" data-size="60"><a href="/who-we-serve/life-transitions/">Life Transitions</a></li> <li class="menu-item menu-item-type-custom menu-item-object-custom menu-item-6550" data-size="60"><a href="/who-we-serve/womens-wealth-and-wellness/">Women’s Wealth and Wellness</a></li> </ul> </li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-has-children menu-item-6733 financity-normal-menu"><a href="https://www.assetsandincome.com/services/" class="sf-with-ul-pre">Services</a> <ul class="sub-menu"> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-has-children menu-item-9800" data-size="60"><a href="https://www.assetsandincome.com/financial-advise/" class="sf-with-ul-pre">Financial Advice Services</a> <ul class="sub-menu"> <li class="menu-item menu-item-type-custom menu-item-object-custom menu-item-12126"><a href="https://www.assetsandincome.com/who-we-serve/retirement-planning/">Retirement Planning</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-10386"><a href="https://www.assetsandincome.com/financial-advise/business-succession-planning/">Business Succession Planning</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-10397"><a href="https://www.assetsandincome.com/financial-advise/real-estate-investment-planning/">Real Estate Planning</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-10400"><a href="https://www.assetsandincome.com/financial-advise/wealth-transfer-planning/">Wealth Transfer Planning</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-10396"><a href="https://www.assetsandincome.com/financial-advise/concentrated-equity-strategies/">Concentrated Equity Strategies</a></li> </ul> </li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-has-children menu-item-9801" data-size="60"><a href="https://www.assetsandincome.com/investment-advice/" class="sf-with-ul-pre">Investment Advice</a> <ul class="sub-menu"> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-11219"><a href="https://www.assetsandincome.com/investment-advice/401k-advice-for-individuals-and-businesses/">401k Advice for Individuals and Businesses</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-10471"><a href="https://www.assetsandincome.com/investment-advice/stock-and-stock-fund-investments/">Stock and Stock Fund Investments</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-10472"><a href="https://www.assetsandincome.com/investment-advice/asset-allocation-and-portfolio-management/">Asset Allocation and Portfolio Management</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-11220"><a href="https://www.assetsandincome.com/investment-advice/iras-roth-rollover-inherited-and-more/">IRAs: Roth, Rollover, Inherited and More</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-11566"><a href="https://www.assetsandincome.com/investment-advice/single-stock-diversification/">Single Stock Diversification</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-11218"><a href="https://www.assetsandincome.com/investment-advice/annuities-of-all-kinds/">Annuities of All Kinds</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-11221"><a href="https://www.assetsandincome.com/investment-advice/investment-performance-analysis/">Investment Performance Analysis</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-11222"><a href="https://www.assetsandincome.com/investment-advice/hedging-strategies-and-alternatives/">Hedging Strategies and Alternatives</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-11223"><a href="https://www.assetsandincome.com/investment-advice/stock-option-planning/">Stock Option Planning</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-11292"><a href="https://www.assetsandincome.com/investment-advice/esg-investment-advisors/">Environmental Social and Governance Investing</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-11455"><a href="https://www.assetsandincome.com/investment-advice/bonds-and-fixed-income-investments/">Bonds and Fixed Income Investments</a></li> </ul> </li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-has-children menu-item-9809" data-size="60"><a href="https://www.assetsandincome.com/tax-and-estate-planning-advice/" class="sf-with-ul-pre">Tax and Estate Planning</a> <ul class="sub-menu"> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-11461"><a href="https://www.assetsandincome.com/tax-and-estate-planning-advice/setting-up-trust-accounts/">Setting up Trust Accounts</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-11463"><a href="https://www.assetsandincome.com/tax-and-estate-planning-advice/tax-efficient-distribution-of-wealth/">Tax Efficient Distribution of Wealth</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-11462"><a href="https://www.assetsandincome.com/tax-and-estate-planning-advice/social-security-benefit-options/">Social Security Benefit Options</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-11464"><a href="https://www.assetsandincome.com/tax-and-estate-planning-advice/tax-optimization-strategies/">Tax Optimization Strategies</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-11465"><a href="https://www.assetsandincome.com/tax-and-estate-planning-advice/asset-protection-and-reducing-risks/">Asset Protection and Reducing Risks</a></li> </ul> </li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-has-children menu-item-9808" data-size="60"><a href="https://www.assetsandincome.com/insurance-and-risk-management/" class="sf-with-ul-pre">Insurance and Risk Management</a> <ul class="sub-menu"> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-12124"><a href="https://www.assetsandincome.com/insurance-and-risk-management/long-term-care-insurance-planning/">Long-term care Planning</a></li> </ul> </li> </ul> </li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-has-children menu-item-9810 financity-normal-menu"><a href="https://www.assetsandincome.com/periscope-blog/" class="sf-with-ul-pre">Resources</a> <ul class="sub-menu"> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-6827" data-size="60"><a href="https://www.assetsandincome.com/periscope-blog/">Blog</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-9003" data-size="60"><a href="https://www.assetsandincome.com/investment-advice-ira-plans-videos/">Investment Advice Videos</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-7148" data-size="60"><a href="https://www.assetsandincome.com/go-tax-free-life-insurance-roth-iras/">Go Tax Free</a></li> <li class="menu-item menu-item-type-custom menu-item-object-custom menu-item-7679" data-size="60"><a href="/events/">Upcoming Events</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-9811" data-size="60"><a href="https://www.assetsandincome.com/download-a-white-paper/">Whitepapers</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page current-page-ancestor menu-item-9991" data-size="60"><a href="https://www.assetsandincome.com/financial-podcast/">Financial Advice Podcast</a></li> </ul> </li> <li class="menu-item menu-item-type-custom menu-item-object-custom menu-item-has-children menu-item-7135 financity-normal-menu"><a href="/why-choose-us/" class="sf-with-ul-pre">About Us</a> <ul class="sub-menu"> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-6653" data-size="60"><a href="https://www.assetsandincome.com/our-process-our-promise/">Our Process, Our Promise</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-6677" data-size="60"><a href="https://www.assetsandincome.com/what-we-believe/">What We Believe</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-6580" data-size="60"><a href="https://www.assetsandincome.com/our-team/">Our Team</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-6663" data-size="60"><a href="https://www.assetsandincome.com/our-history/">Our History</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-6608" data-size="60"><a href="https://www.assetsandincome.com/our-values/">Our Values</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-7332" data-size="60"><a href="https://www.assetsandincome.com/our-community/">Our Community</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-6585" data-size="60"><a href="https://www.assetsandincome.com/why-choose-us/">Why Choose Us</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-7333" data-size="60"><a href="https://www.assetsandincome.com/career/">Careers</a></li> </ul> </li> <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-6525 financity-normal-menu"><a href="https://www.assetsandincome.com/contact/">Contact</a></li> </ul><div class="financity-navigation-slide-bar" id="financity-navigation-slide-bar" ></div></div><div class="financity-main-menu-right-wrap clearfix " ><div class="financity-main-menu-search" id="financity-top-search" ><i class="fa fa-search" ></i></div><div class="financity-top-search-wrap" > <div class="financity-top-search-close" ></div> <div class="financity-top-search-row" > <div class="financity-top-search-cell" > <form role="search" method="get" class="search-form" action="https://www.assetsandincome.com/"> <input type="text" class="search-field financity-title-font" placeholder="Search..." value="" name="s"> <div class="financity-top-search-submit"><i class="fa fa-search" ></i></div> <input type="submit" class="search-submit" value="Search"> <div class="financity-top-search-close"><i class="icon_close" ></i></div> </form> </div> </div> </div> </div> </div><!-- financity-navigation --> </div><!-- financity-header-inner --> </div><!-- financity-header-container --> </header><!-- header --></div><div class="financity-page-title-wrap financity-style-custom financity-left-align" ><div class="financity-header-transparent-substitute" ></div><div class="financity-page-title-overlay" ></div><div class="financity-page-title-container financity-container" ><div class="financity-page-title-content financity-item-pdlr" ><h1 class="financity-page-title" >Episode 2: Intro to Basic Estate Planning Concepts</h1></div></div></div> <div class="financity-page-wrapper" id="financity-page-wrapper" ><div class="gdlr-core-page-builder-body"><div class="gdlr-core-pbf-wrapper " ><div class="gdlr-core-pbf-wrapper-content gdlr-core-js " ><div class="gdlr-core-pbf-wrapper-container clearfix gdlr-core-container" ><div class="gdlr-core-pbf-element" ><div class="gdlr-core-text-box-item gdlr-core-item-pdlr gdlr-core-item-pdb gdlr-core-left-align" ><div class="gdlr-core-text-box-item-content" style="text-transform: none ;" ><div class="sc-episode-details-show-notes"> <div class="sc-episode-details-show-notes-text"> <h3>Episode Summary</h3> <p class="sc-episode-details-time">June 30th, 2020 | <span>54:38 <span>|</span></span> E2</p> <p class="sc-episode-details-description-p">Join Karl Frank and Nathan Merrill, Esq., as they discuss basic estate planning concepts and their practical application. </p> </div> <p><iframe height="200px" width="100%" frameborder="no" scrolling="no" seamless src="https://player.simplecast.com/98c7d00d-1c7b-44c8-a428-cc7a91c2bece?dark=false">
Show Contributors
Karl Frank
Nathan Merrill
Previous
Next
