In this episode, Steven is joined by Jerilyn Klein, Editorial Director at Rethinking65 to talk about how Advisors can stay up to date on all the different things they might have to help a client with, including taxes. Jerilyn has years of experience in the industry bringing actionable information to Advisors on a variety of topics and shares her experience with how Advisors can keep doing more for their clients. Taxes of course are on the list of important topics but cannot happen in a vacuum.

https://bit.ly/3qEzmTG