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Written by Michael Miranda, CFA®

Recent Developments from Heckerling

Host Mike Miranda, President, BMO Family Office and Head of Investments, BMO Private Wealth, invites Pratik Patel, Head of U.S. Wealth Planning for BMO Wealth Management, to take on the role of guest moderator in a conversation with Michelle Mieras, a wealth strategist on BMO's planning team supporting the Colorado and New Mexico markets. They discuss key takeaways from the 60th Annual Heckerling Institute on Estate Planning.

 

 

 

Subscribe now:
Apple Podcasts https://podcasts.apple.com/us/podcast/beyond-the-portfolio/id1820022074
Spotify: https://open.spotify.com/show/08WwJ0jhn2Z6SL0YwwhO43

 

Transcript: Beyond the Portfolio Podcast: Recent Developments frm Heckerling 

 

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Michael Miranda, CFA®

President, BMO Family Office and Head of Investments, Wealth

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