GetReal! - 17 - John Yackel and Karen Stockmal - GetReal! with John Yackel & Karen Stockmal
Please join Co-Hosts Meg Hanington and Genevieve E. Thayer of GetReal! with their guests, John Yackel, CEO & Co-Founder of Trucendent and Karen Stockmal, an attorney with KMS Law Offices. John and Karen discuss how the Trucendent platform enhances the client experience by bringing together their financial advisor and a seasoned estate attorney encouraging optimal outcomes for the clients’ ongoing estate planning needs.