Broker Check

The Journey of a Business, the Startup of Legacy Planning with Jan Graybill

Legacy Listens Episode #15

Ever wonder what the spark is that ignites the idea of a small business? Get inside CEO and Founder of Legacy Planning, Jan Graybill’s mind as he talks with Partner and Senior Advisor at Legacy Planning, Matt Kulp. They take a trip back in time and discuss the startup of Legacy Planning, what the early years looked like, and what it takes to build a business from the ground up.

Find us on Spotify and Apple podcast. Subscribe to “Legacy Listens” today. 

eLegacy

View your wealth management website

Investor 360

View your Commonwealth accounts

SEI