Ep. #31: Tax Efficient Retirement Planning (and Dogs) – Marjorie L. Rand, CPA, CFP®, RICP®

April 22
30 mins

Episode Description

Each member of ACP brings their own distinctive background to their practice, blending different ingredients into a recipe that turns out to be exactly what a particular client niche is looking for. Our guest, Marjorie L. Rand, CPA, CFP®, RICP®, founder of Rand Financial Planning, serves on ACP's Finance Committee, and fashioned her practice from her own unique blend of extraordinary tax expertise, a specialty in retirement planning, and an unshakable commitment to the fiduciary standard. And also, dogs. Learn why dogs provide a key approach to the fiduciary standard.

To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Marge Rand, please visit https://RandFinancialPlanning.com.
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