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Wealth and Tax Strategy Under the New Administration with Susan Travis Podcast

Doug Fabian

Senior Vice President


With the change in administrations, 2021 promises to bring new challenges and opportunities to the estate planning arena. How can families, especially those led by women, manage their wealth effectively into the future amidst unexpected changes?

Susan Travis, a Mercer Advisors Client Advisor and Regional Director, joins host Doug Fabian to discuss both the known and unknown changes to wealth management in 2021 and beyond.

Listen as they discuss:

Wealth Management & Tax Strategy Under The Biden Administration - 2021

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