Financial Strategies Institute

David Gates

Financial strategies designed for a successful retirement plan. Learn the many tips and tricks for a successful retirement from financial advisors with over 90 years of proven experience. Planners are Registered Representatives of and offer securities through Securities America, Inc., member FINRA/ SIPC. Advisory services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisor. Financial Strategies Institute is not affiliated with the Securities America companies. Securities America and its representatives do not provide tax or legal advice. Please consult the appropriate professional regarding your specific situation. This site is published for residents of the United States and is for...

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Financial Strategies Institute

Episodes (8)

Jul 21, 2020 Episode 008 - Estate Planning with Mary Black
Jun 22, 2020 Episode 007 - What You Should Know About Mortgage Rates
May 8, 2020 Episode 006 - Personal Touch Tuesday - SteVan Gates, CRPC

Financial Strategies Institute

Jul 21, 2020
20 minutes
14 MB

York, Howell and Guymon have been our go to estate planning firm for many years. They have always provided our clients with the sound estate plans needed in retirement planning. We will be chatting with Mary Black today who is an Associate Attorney with York, Howell and Guymon about the importance of having a proper estate plan. Mary Black Bio https://www.yorkhowell.com/our-people/mary-black/

Financial Strategies Institute

Episode 008 - Estate Planning with Mary Black

David Gates

00:00 -19:47