Banker with a Beer: Estate Planning
MAR 25, 2024
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This week’s beverage of choice:  Grand Cru Blonde Ale


Guest  Jason
Munz VP at Trust Point


 


Jason has worked with Trust Point Since 2007 and comes on the podcast to discuss why his company makes Thanksgiving “less weird”.  Confused? Once you listen that statement will make sense.  Along the way we learn about getting comfortable with the “uncomfortable” and how he developed a passion for
an industry few aspire to enter as kids growing up.




#finances #retirement #estateplanning #future #money #podcast #wisconsin






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