Mark O’Farrell, BA, CLU, CHFC, TEP, CEA is CEO at The Institute of Certified Executor Advisors and the Canadian Institute of Certified Executor Advisors. Barb Amsden is a financial consumer advocate and author of How to Laugh at Death and Taxes.
Mark O’Farrell, BA, CLU, CHFC, TEP, CEA is CEO at The Institute of Certified Executor Advisors and the Canadian Institute of Certified Executor Advisors. Barb Amsden is a financial consumer advocate and author of How to Laugh at Death and Taxes.
The argument for a personal fiduciary certificate program