High Net Worth Estate Planning Series

Building Your Wealth Dream Team – Part 2

Ben Goethel and Zac Ritchey
Private Wealth Asset Management

April 23, 2024

Join our host, Mary Vandenack, a legal expert specializing in high-end estate planning, tax strategy, asset protection planning, and business exit and her guests Zac Ritchey, a Certified Planner and Managing Director of Private Wealth Asset Management’s Omaha office, and Ben Goethel, Senior Wealth Strategist at Private Wealth, for Part 2 in this series.  Gain valuable insights on evaluating your wealth management team as they discuss what the advisor should know about estate planning, tax issues, non-stock market risks, life insurance, custodians, reporting and much more.  Tune in before selecting your Dream Team.