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5 Keys to Family Wealth Meetings
Manage episode 432967598 series 2792960
Контент предоставлен Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®, Miguel Gonzalez, and MBA. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®, Miguel Gonzalez, and MBA или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.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.
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#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: Miguel@CortburgRetirement.com
205 эпизодов
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