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GET READY - The NEW Advanced Planning Series!!
Manage episode 434616597 series 2801715
内容由Paul Bertrand Ellis, CIMA® and Paul Bertrand Ellis提供。所有播客内容（包括剧集、图形和播客描述）均由 Paul Bertrand Ellis, CIMA® and Paul Bertrand Ellis 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.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
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