In this episode of Clarity Generates Confidence, we are delighted to have Sandy Pollack, CFP, CLU, TEP, FEA, MFA-P, and the Founder and Principal of Trimaran Advisory Group, joining us. Sandy, the author of “Don’t Leave a Mess!”, will share her profound knowledge in assisting business owners with the complex facets of wealth management. Sandy will offer valuable perspectives on how aligning personal values with financial choices can shape the legacy one leaves behind, mirroring their life’s goals and dreams.
Gary and Sandy’s conversation will also focus on the crucial elements of forward-thinking planning for life’s inevitable events, highlighting the importance of being prepared to prevent unexpected hardships for families after one’s passing. We’ll also dive into Sandy’s book, “Don’t Leave a Mess!”, which you can find at www.dontleaveamess.ca. The book is a treasure trove of insights on posthumous financial planning, emphasizing the importance of teamwork in drafting wills and the critical role of collaboration in effective financial management.