LPL head of wealth planning offers estate planning tips

Tara Popernik, executive vice president and head of wealth planning at LPL Financial, sits down with InvestmentNews anchor Gregg Greenberg to highlight the best ways for individuals and families to transfer wealth and create financial legacies.
  • Aug 26, 2025

Tara Popernik, executive vice president and head of wealth planning at LPL Financial, sits down with InvestmentNews anchor Gregg Greenberg to highlight the best ways for individuals and families to transfer wealth and create financial legacies.

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