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5 Keys to Family Wealth Meetings
Manage episode 432967598 series 2792960
Contenido proporcionado por Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®, Miguel Gonzalez, and MBA. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®, Miguel Gonzalez, and MBA o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.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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