))
GET READY - The NEW Advanced Planning Series!!
Manage episode 434616597 series 2801715
Inhoud geleverd door Paul Bertrand Ellis, CIMA® and Paul Bertrand Ellis. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Paul Bertrand Ellis, CIMA® and Paul Bertrand Ellis of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
Join Paul Bertrand Ellis, CIMA® , President and Managing Director
of Ellis Wealth Management LLC, as he teams up with James A.
Bergeron, J.D., of Nuveen Investments for an Advanced Planning
Series.
Together they explain financial literacy and family wealth education,
providing insights and practical steps to help you navigate complex
financial areas and support your family's values.
Discover and learn how to grow and keep your assets through
practical steps - while creating a Legacy!
It has been said that it is not how much you make - it is how much
you keep.
Ellis Wealth Management and our friends at Nuveen want you to
grow and keep all that you have worked for -in finances and in Life!
So get ready as we continue our focus on the greatest investment
of all - Human Capital and The Family- and we encourage you to
Invest In What You Love!®
#FinancialLiteracy #WealthManagement
66 afleveringen
Delen
