Randy A Fox, CFP®, AEP®Mar 27Finding Family Harmony in Financial PlanningAn Interview with Rod Zeeb of The Heritage Institute Rod Zeeb is CEO of The Heritage Institute which he founded in 2003. The Heritage...
Randy A Fox, CFP®, AEP®Apr 7, 2021Podcast: The importance of effective professional collaborationRod Zeeb of the Heritage Institute speaks with Randy Fox, who is a wealth strategist, philanthropic estate planner, and educator.
