Five-Minute Finance

Coping with Loss - Estate Checklist

7 min · 17. maj 2023
episode Coping with Loss - Estate Checklist cover

Description

Five-Minute Finance is created by Park Lake Advisors [https://parklakeadvisors.com/]. Visit us on Facebook [https://www.facebook.com/parklakeadvisors], Twitter [https://twitter.com/ParkLakeAdvisor], LinkedIn [https://www.linkedin.com/company/park-lake-advisors/] and Youtube [https://www.youtube.com/channel/UC_E74e8VexSj0M9XvplIM7w]. Larry A. Mengerink, CFP®, AIF® can be found on LinkedIn [https://www.linkedin.com/in/larrymengerink/]. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA [https://www.finra.org/]/SIPC [https://www.sipc.org/] to residents of California, Colorado, Florida, Indiana, Kansas, Michigan, Ohio, Tennessee, Texas and Virginia. Advisory services through Cambridge Investment Research Advisors, Inc [https://www.cir2.com/Documents/Public/Forms/CIRA_ADV_2A.pdf], Registered Investment Advisor. Park Lake Advisors and Cambridge are separate and unrelated companies. This site is for informational purposes only and is not intended to be a solicitation or offering of any security and: * Representatives of a Registered Broker-Dealer (“BD”) or a Registered Investment Advisor (“IA”) may only conduct business in a state if the representative and BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements. * Representatives of BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

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