Foundational Estate Planning Series

Dribbling Towards Financial Freedom – Slam Dunk Strategies

Ross Polking
Senior Business Development Advisor
Foster Group

March 19, 2024

On this episode, Mary Vandenack, a legal expert in high-end estate planning, tax strategy, asset protection planning, business exit planning, and an inductee into the NAEPC Hall of Fame, teams up with Ross Polking, Senior Business Development Advisor at Foster Group, explore a paradigm shift in financial planning – emphasizing financial independence instead of retirement.  Drawing parallels between sports and estate planning, Mary and Ross discuss the shared principles of goal setting, training and preparation, consistency, and teamwork.  Tune in to uncover actionable strategies to put you on the road to financial independence.