Is a Corporate Trustee Right for You?

Serving as a Trustee comes with a laundry list of responsibilities. This week, Ross and Dan go over what is required of someone serving in that role, and introduce how a Corporate Trustee might be able to help. Give us a follow on Instagram, and send your questions to checkyourbalances@outlook.com! Send us a text Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram

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Check Your Balances explores the world of personal finance, investing, and business through the lens of two financial planners that help people navigate some of life's most impactful financial decisions.