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GET READY - The NEW Advanced Planning Series!!
Manage episode 434616597 series 2801715
A tartalmat a Paul Bertrand Ellis, CIMA® and Paul Bertrand Ellis biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Paul Bertrand Ellis, CIMA® and Paul Bertrand Ellis vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.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 epizódok
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