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Equity Harvesting

Video Presentation

The views communicated in this presentation are those of Roccy DeFrancesco, JD, CWPP, CAPP, MMB, founder of the Wealth Preservation Institute.  This presentation is for educational purposes only and is not to be construed as personal financial planning advice.

Christopher Music, MBA, CWPP, CAPP and Eric Miller, CWPP, CAPP are members of the Wealth Preservation Institute.  This organization is dedicated to consumer education in the area of wealth preservation and focuses on continuing education for financial professionals nationwide. 

Click here to view video presentation.