Wealth Preservation

Deirdre Wheatley-Liss Talks Estate Planning and Trusts on Podcast

7/2/2013 | News

Deirdre Wheatley-Liss, a principal of Porzio, Bromberg & Newman, was interviewed on the July 2013 episode of “Financially Empowering Women with Laura Mattia,” a podcast by the Baron Financial Group. Citing some interesting statistics, Deirdre and host Laura Mattia converse over proper estate planning, trusts designations, and how imperative each are to people’s, specifically women’s, financial security.

In the podcast, Deirdre speaks on the importance of estate planning, and how it can affect women’s retirement plan.   Among other topics, she and Laura Mattia also discuss asset protection and succession planning for female business owners.

For more information or to listen to the podcast, please click here.