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OptimalPath Advisors
About Us
Our Process
FI Guide
Schedule a Call
About Us
Our Process
FI Guide
Schedule a Call
FI Series # 10: Estate Planning for FI- a Playbook for Wealth Transfer
Financial Independence Josh Short 8/10/25 Financial Independence Josh Short 8/10/25

FI Series # 10: Estate Planning for FI- a Playbook for Wealth Transfer

Protect your family and your FI plan. Learn how to use wills, POAs, revocable trusts, TOD/POD, lifetime gifting, DAFs/QCDs, and tax-smart wealth transfer.

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