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The 4 Corner Documents - Special Family Wealth Series Episode 2
Manage episode 375584700 series 2801715
Contenuto fornito da Paul Bertrand Ellis, CIMA® and Paul Bertrand Ellis. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Paul Bertrand Ellis, CIMA® and Paul Bertrand Ellis o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
⚜️❤️ The Family Wealth Series !!
IT IS WITH GREAT PLEASURE THAT WE CONTINUE:
THE FAMILY WEALTH PODCAST SERIES.
With with Special Guests James A. Bergeron, J.D. and Brian Bere.
It’s been said:
“It’s Not How Much You Make, It’s How Much You Keep”
Join me and my colleagues, James A. Bergeron, J.D. and Brian Bere at Nuveen Investments, for a podcast series that focuses sharing important Family Wealth Management information that is designed to help you, and your family, become stronger and more independent.
Jim is an attorney and Advisor Education Consultant in the Global Learning and Development group where he and the team focus on developing and delivering intellectual capital designed to help wealth management firms and advisory practices evolve - and enhance their relationships with clients.
Jim is a graduate of Augsburg University in Minneapolis with degrees in Economics and Political Science and later received his Law Degree from Vanderbilt University in Nashville, TN. Jim currently serves on theNorthern Regional Council for the American Cancer Society.
Brian is an Internal Advisor Consultant with Nuveen, and a graduate of Miami University.
Ellis Wealth Management and our friends at Nuveen want you to grow and keep all that you have worked for - in Finances and in Life!
SESSION II TOPICS:
4 Corner Documents
Letters of Intent
Who Got What, and
Practical Steps and Action Items !
Get Ready as we continue our focus on the greatest investment of all
- Human Capital and The Family!
“Invest in What You Love!”® ❤️⚜️
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Feel free to share this message with those in your circle who are on a similar path of learning.
Session #1 can be heard here:
https://player.captivate.fm/episode/d5c91701-d63d-42be-885a-5b128f717ad6
Session #1 Topics include:
Introduction
What is Wealth
What is Legacy
We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.
You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/
Above all, through EWM INSIGHTS we want to encourage you to:
INVEST IN WHAT YOU LOVE!®
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