The TRUST-CFO asset protection podcast is a series of talks with founders and partners of TRUST-CFO, Raymond F. Olmo, CEP®, RFC®, and Josh Saunders, as they invite industry leaders in client and wealth management on to discuss asset and wealth protection, financial strategies and best practices in settings up, managing and administrating the best kept secret of financial protection available to California residents and business owners - California's Private Retirement Plan.
This first episode is part 1 of a 3 part series where Ray & Josh speak with Jeff Verdon of Verdon Law Group.
Jeff Verdon explains his journey into the area of asset protection, and why it should be the first step in a well crafted estate plan. Doing asset protection planning is so much more than setting up a corporate structure and calling it good. The world of asset protection has changed since the mid 80’s and Jeff talks about why this topic is more important than ever.