Erik shares stories that have impacted him in his career, whether good or bad. He discusses a time when he was in a situation with a client and could help them but was not able to.
Erik shares about a client he was looking to help, being a family member of a friend, and how they were looking to help her plan long term; especially being a single mother. There was a lot back and forth along with delays in taking action and unfortunately she passed away from cancer, complicating matters with the family as there was property involved forcing them to go through probate court.
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