Advanced Planning 2023 Year-End Guide Podcast
UBS On-Air: Market Moves - Podcast készítő Client Strategy Office
Listen to the authors of the 2023 Year-End Guide, Jennifer Lan and Premini Scandurra as they share their thoughts on some selected planning ideas from the guide. Jennifer is a Senior Wealth Strategist based in Dallas, TX, and Prem is a Wealth Strategist based in Los Angeles, CA. Host: Daniel Cassidy
