2025 Education Day with David York
Share This Insight
David R. York is an attorney specializing in estate planning and wealth transfer. He is also a Certified Public Accountant and Managing Partner with York Howell in Utah. He joined us for Education Day to talk about preparing the next generation for wealth.
Watch below to learn about four vital lessons, and why it’s more important to pass down wisdom than wealth:
Subscribe for More Financial Insights
Never miss a post. Receive notifications by email whenever we post a new JMA Insight.