You don’t get to take it with you…
You’ve heard that before. But discussions around death, and preparing for it financially, are still strangely taboo for a lot of people. This week on CRMNEXT’s Banking on Experience, we’re joined by an expert on preserving your assets and possessions.
Kenneth Kelly is Chairman & CEO of First Independence Bank (among many other impressive titles) and author of the new book, “Prepare Before I Let Go.” And he shares some fascinating insight with our listeners.
Let’s get into what’s covered.
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