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5 Keys to Family Wealth Meetings
Manage episode 432967598 series 2792960
コンテンツは Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®, Miguel Gonzalez, and MBA によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®, Miguel Gonzalez, and MBA またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.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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Welcome to Cortburg Speaks Retirement Podcast
with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®
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