))
5 Keys to Family Wealth Meetings
Manage episode 432967598 series 2792960
Treść dostarczona przez Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®, Miguel Gonzalez, and MBA. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®, Miguel Gonzalez, and MBA lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.
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
FOLLOW US ON:
- YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS
- Facebook-> https://m.facebook.com/CortburgInc
- Twitter-> https://twitter.com/CortburgInc
- LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/
- Website: www.CortburgRetirement.com
- Email: Miguel@CortburgRetirement.com
215 odcinków
Udostępnij
