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Stay Tuned and Get Ready for Another Episode of the Family Wealth Series!
Manage episode 375046509 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.
STAY TUNED for the next episode of The Family Wealth Series !!
IT IS WITH GREAT PLEASURE THAT WE CONTINUE:
THE FAMILY WEALTH PODCAST SERIES.
With with Special Guests James A. Bergeron, J.D. and Brian Bere.
It’s been said:
“It’s Not How Much You Make, It’s How Much You Keep”
Join me and my colleagues, James A. Bergeron, J.D. and Brian Bere at Nuveen Investments, for a podcast series that focuses sharing important Family Wealth Management information that is designed to help you, and your family, become stronger and more independent.
Jim is an attorney and Advisor Education Consultant in the Global Learning and Development group where he and the team focus on developing and delivering intellectual capital designed to help wealth management firms and advisory practices evolve - and enhance their relationships with clients.
Jim is a graduate of Augsburg University in Minneapolis with degrees in Economics and Political Science and later received his Law Degree from Vanderbilt University in Nashville, TN. Jim currently serves on theNorthern Regional Council for the American Cancer Society.
Brian is an Internal Advisor Consultant with Nuveen, and a graduate of Miami University.
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!
TOPICS INCLUDE:
What is Wealth
What is Legacy
4 Corner Documents
Building a Family GPS
How to Educate Family Members
The Legal Ladder
Thankfulness for A Life Invested
with Practical Steps and Action Items !
So Get Ready as we continue our focus on the greatest investment of all
- Human Capital and The Family!
“Invest in What You Love!”®
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Feel free to share this message with those in your circle who are on a similar path of learning.
We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.
You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/
Above all, through EWM INSIGHTS we want to encourage you to:
INVEST IN WHAT YOU LOVE!®
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