Impact of TCJA Sunset on Gifting Strategies: Insights from Mark Struthers at IWI Conference | Mark Struthers - CFA founder of Sona Wealth 00:10:00
Mark and his wife come from Scottish and Irish backgrounds. Because Sona in Galic means well-balanced happiness, it was a perfect fit for our company. It is what we try to achieve for our clients. With me as your independent fee-only planner, you will have the confidence to live for today, knowing that college and retirement will be more than “ok.”
