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Inhoud geleverd door Shane Smith. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Shane Smith of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
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Estate Planning Interview with Wiser Wealth Management

30:51
 
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Manage episode 209106710 series 1021353
Inhoud geleverd door Shane Smith. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Shane Smith of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
Casey Tyler Smith, Investment Advisor Representative President – Principal Casey earned a Bachelor of Science Degree with a major in Finance from Berry College, Rome, Georgia. Unhappy with the traditional brokerage product pushing agenda, Casey became a Registered Investment Advisor and formed a fee only financial services firm in June 2001, which later became Wiser Wealth Management, Inc Casey serves on the board of the Laona M. Kitchen Foundation, the Planned Giving Council of Berry College, The Berry College Campbell School of Business Executive Advisory Committee, the Berry Student Run Enterprises Advisory Board, Berry College Board of Visitors and Atlantic Southeast Airlines Airline Pilots Association (ASA ALPA) Retirement and Insurance Committee as a “401k Specialist.” Casey is a retired airline Captain and still enjoys flying and golf. He and his family live near the Marietta Square and attend the Church of The Apostles (apostles.org) in Atlanta. Casey is a member of Marietta Country Club. Casey can be contacted via email at casey@wiserinvestor.com
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Artwork
iconDelen
 
Manage episode 209106710 series 1021353
Inhoud geleverd door Shane Smith. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Shane Smith of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
Casey Tyler Smith, Investment Advisor Representative President – Principal Casey earned a Bachelor of Science Degree with a major in Finance from Berry College, Rome, Georgia. Unhappy with the traditional brokerage product pushing agenda, Casey became a Registered Investment Advisor and formed a fee only financial services firm in June 2001, which later became Wiser Wealth Management, Inc Casey serves on the board of the Laona M. Kitchen Foundation, the Planned Giving Council of Berry College, The Berry College Campbell School of Business Executive Advisory Committee, the Berry Student Run Enterprises Advisory Board, Berry College Board of Visitors and Atlantic Southeast Airlines Airline Pilots Association (ASA ALPA) Retirement and Insurance Committee as a “401k Specialist.” Casey is a retired airline Captain and still enjoys flying and golf. He and his family live near the Marietta Square and attend the Church of The Apostles (apostles.org) in Atlanta. Casey is a member of Marietta Country Club. Casey can be contacted via email at casey@wiserinvestor.com
  continue reading

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