Podcast | TRUST-CFO®

Asset Protection Podcast

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 setting up, managing and administrating the best kept secret of financial protection available to California residents and business owners - California's Private Retirement Plan.


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May 17, 2019

Episode 4: What is TRUST-CFO and what is a Private Retirement Plan (PRP)?

Episode 4: What is TRUST-CFO and what is a Private Retirement Plan (PRP)? The TRUST-CFO […]
April 22, 2019

Episode 3: Jeff Verdon, part 3

Episode 3: Jeff Verdon, part 3 The TRUST-CFO asset protection podcast is a series of […]
April 22, 2019

Episode 2: Jeff Verdon, part 2

Episode 2: Jeff Verdon, part 2 The TRUST-CFO asset protection podcast is a series of […]
April 22, 2019

Episode 1: Jeff Verdon, part 1

Episode 1: Jeff Verdon, part 1 The TRUST-CFO asset protection podcast is a series of […]
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