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Jay Abolofia Demo's MaxiFi's New Powerful Tools For Estate Planning
Economics PhD, CFP, President of Lyon Financial Planning, Jay Abolofia shows you how to do estate planning using MaxiFi Planner's new spending cap and other unique features. If you're a MaxiFi Planner user, you already know and trust Jay. Jay provides bi-monthly MaxiFi office hours and uses MaxiFi in his own financial planning practice. Jay also provides a terrific co-piloting service for MaxiFi users who like to have a true expert review their use of the tool. Jay is one of the best teachers I've yet encountered and I've met thousands. This podcast is typical of his ability to convey…
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