Trusts can play a crucial role in helping plan your financial future by providing benefits like avoiding probate or tax efficiency and financial planning strategies like providing for special needs children. But they cost money and can be complicated.
In this episode, Certified Financial Planner, Isidore Ogoussan shares what trusts are, how they work, the expense, and who they are for.
As a financial advisor, Isidore works closely with restaurant owners, food and equipment suppliers, and beverage distributors, providing them with expert guidance on how to implement effective financial strategies that can foster growth and protect their businesses.
He serves as an Executive Board Member of the Pennsylvania Restaurant and Lodging Association. In 2016, his outstanding achievements were recognized when he was honored with the Faces of Diversity Award, which celebrates individuals in the restaurant industry who have achieved the American Dream through their unwavering dedication, hard work, and entrepreneurial spirit.
Related podcast: Financial Readiness for Service Members
Related: How to Get Free Financial Help
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Passes for MilMoneyCon24 are now on sale! April 25-27, 2024, MilMoneyCon will be held in Denver, CO, at the Westin Downtown. Whether you’re a seasoned financial professional or just starting out, MilMoneyCon is a great place to get connected to the community, grow your career or business, and continue your education. You can go to MilMoneyCon.com to get your pass today.
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