Elder Talk

Attorney-CPA Joe Cordell and co-host Susan Arthur are rejoined by last week’s guests, Wealth Advisors and Certified Financial Planners Todd Oetken and Grant Roberts, both of Hilliard Lyons, a Robert Baird Company. They talk about their background in Certified Financial Planning and how the qualifications of your Certified Financial Planner can help shape the way The post Making Balanced Financial and Estate Planning Decisions Part 2 [Episode 94] appeared first on Cordell Planning Partners.