Estate Planning Thoughts with Expert Chris Cohan
1.3K viewsMay 20, 20252:31
Description
In this episode of RJP Insights, host Jordan Rivera sits down with estate-planning authority Chris Cohan, ChFC® RMA®, to unpack the future of comprehensive wealth management.
Whether you’re a client, advisor, or simply curious about the next generation of comprehensive planning, Chris’s insights will give you clear, actionable takeaways.
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Estate PlanningWealth ManagementLegacy PlanningFinancial PlanningHolistic WealthTax PlanningRetirement PlanningRisk ManagementMulti‐Generational WealthDigital AdvisoryAdvisor Client RelationshipAsset ProtectionFamily Wealth StrategiesEstate Planning ExpertChris Cohan







