New book alert! In this episode,  Adam Torres and Lori Gervais, CFP®, Financial Advisor at Baird and Author of Pass It On: Transferring Wealth, Wisdom, and Financial Smarts to Future Generations, explore Lori's new book.Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule.
Apply to be interviewed by Adam on our podcast:https://missionmatters.lpages.co/podcastguest/Visit our website:https://missionmatters.com/
More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia

New book alert! In this episode,  Adam Torres and Lori Gervais, CFP®, Financial Advisor at Baird and Author of Pass It On: Transferring Wealth, Wisdom, and Financial Smarts to Future Generations, explore Lori's new book.

Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule.

Apply to be interviewed by Adam on our podcast:
https://missionmatters.lpages.co/podcastguest/

Visit our website:
https://missionmatters.com/

More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia