Generational Wealth with Lori Gervais
LifeBlood
English - December 30, 2020 00:25 - 21 minutes - 18.1 MB - ★★★★★ - 157 ratingsInvesting Business Entrepreneurship business finance investing entrepreneurship interview entrepreneur health money leadership lifestyle Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
On this show, we talked about the challenges of transferring wealth from one generation to the next, how and why to create a family vision, and how to use estate planning to perpetuate wealth across multiple generations with Lori Gervais CFP, Advisor with the Gervais Group and author. Listen to learn some practical steps for ensuring you don’t ruin your kids by giving them money!
You can learn more about Lori at GervaisWealthManagement.com, Facebook and LinkedIn. Click Here for a copy of Pass it On
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