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CBS MoneyWatch: Getting Better at Gifting

Dustin Smith

- CFP®

3 minutes

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This holiday season, you might be thinking of giving more than the usual presents. Dustin Smith talks about larger gifts and what you need to know. 

The opinions voiced in this show are for general information only and are not intended to provide specific advice or recommendations for any individual. 

Head shot of Dustin Smith

Senior Vice President, Financial Advisor

Plymouth, MN

As the leader of the team, Dustin works to create, monitor and adjust comprehensive wealth management plans for all his clients nationwide. He has extensive expertise in financial planning and was an adjunct professor for many years, teaching CFP courses. Dustin shares his valuable knowledge and experience as a regular guest on the WCCO morning show and was recently quoted in Forbes and Bloomberg.

Looking for more insights?

Get our newsletter with market commentary, financial planning perspectives, and webinar invitations.

Wealth Enhancement uses your information to respond to requests and share product and service information. You can unsubscribe at any time. Review our Privacy Policy for more information.