Undertaking a Family Risk Assessment - Keith Whitaker and Linda Bourn
Wealth of Wisdom - Ein Podcast von Tom McCullough
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In this episode of the Wealth of Wisdom podcast series, co-editor Keith Whitaker interviews Linda Bourn. Keith and Linda discuss her chapter - Undertaking a Family Risk Assessment - this chapter provides an assessment tool that can help identify family’s risk landscape and help provide insight into unique risks that require a more detailed plan.
