Advisor Perspective: A Strategic Approach to Purpose-Driven Legacy Planning

Mar 20, 2026Channel
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Video Details

Published3 months ago
Duration31:41
Video IDnoglQhXPfR0
Languageen
CategoryNonprofits & Activism
PrivacyPublic
Made for KidsNo
Video TypeRegular Video

Performance Metrics

Views84
Likes0
Comments0
Engagement Rate0.00%
Likes per 100 views0.00
Comments per 1K views0.00

Description

Ed Rodbro, CAP® sits down with Professional Advisor Network member Priya Prakash Royal, Esq., LL.M. (Taxation), MBA, AEP, TEP to discuss an integrated advisory model that bridges legal, financial and human dynamics.

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