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GET READY - The NEW Advanced Planning Series!!
Manage episode 434616597 series 2801715
Paul Bertrand Ellis, CIMA® and Paul Bertrand Ellis에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Paul Bertrand Ellis, CIMA® and Paul Bertrand Ellis 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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
64 에피소드
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