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5 Keys to Family Wealth Meetings
Manage episode 432967598 series 2792960
Sisällön tarjoaa Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®, Miguel Gonzalez, and MBA. Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®, Miguel Gonzalez, and MBA tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
In this episode, Miguel Gonzalez, Certified Retirement Counselor, shares tips on how family meetings can help preserve wealth and family values for future generations.
About Cortburg Retirement Advisors, Inc.
Cortburg Retirement Advisors is a full-service, boutique financial planning firm dedicated to guiding clients through both turbulent and calm economies. Our mission is to help you grow, protect, and preserve your assets from your first job through retirement. With comprehensive in-house capabilities, our experienced team assists with all financial needs, including wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning.
Hashtags:
#RetirementPlanning #SocialSecurityPlanning #FinancialFreedom #RetirementDecisions #CortburgRetirementAdvisors #MiguelXGonzalez #RetirementIncome #RetirementGoals #FinancialAdvice #WealthManagement #FinancialEducation #CortburgSpeaksRetirement
Welcome to Cortburg Speaks Retirement Podcast
with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®
CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST
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- YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS
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- Website: www.CortburgRetirement.com
- Email: [email protected]
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