As we wrap up 2023, join Paul Ellis and Monica Rogers in a special holiday episode where they express their heartfelt gratitude to you, our valued clients and listeners.

Despite the challenges and changes, this year has been filled with new opportunities and blessings - a sentiment beautifully encapsulated by Paul's reference to it as the "Year of the Dragon."

Paul and Monica also review the successful initiatives and accomplishments at Ellis Wealth Management over this year , including the completion of the Family Wealth series and the launch of an Advanced Planning Series with the help of colleagues, and partners at Nuveen Investments.

These initiatives, along with their ongoing podcast, EWM Insights, underscore their commitment to delivering thoughtful leadership and investment advice in an ever-evolving financial landscape.

But it's not all about business. Paul and Monica take a moment to share their personal holiday traditions, offering a glimpse into their lives outside of work. It's these personal reflections that remind us of the importance of family and togetherness during the holiday season.

Ellis Wealth Management Wishes you a very Merry Christmas, Happy Holidays, and a prosperous New Year.

Listen now - and remember to "Invest in What You Love!"®

Feel free to share this episode with those in your circle who are on a similar path of learning.

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!®

-----------------------------------

Contact Information :

Ellis Wealth Management

Paul Ellis: 425-405-7720

email: paul.Ellis@elliswealthmanagement.net

Links referenced in this episode:

• apple.com
• spotify.com
• amazon.com
• ewminsights.com

EWM INSIGHTS with special Special Guest Gabriela Lino of RMG Consulting

Empowering Change: Gabriella Lino's Journey from Costa Rica to RMG Consulting

Welcome to EWM INSIGHTS where we celebrate HUMAN CAPITAL!

Join us in this special episode as we sit down with Gabriella Lino, a dynamic entrepreneur and founder of RMG Consulting.

Gabriella is revolutionizing the marketing and public relations landscape with her innovative strategies and relentless drive. Known for empowering businesses and nonprofits, she shares her journey and insights from building global connections to fostering community growth.

Discover how Gabriella's unique experiences, including her time spent living in Costa Rica, have shaped her approach to business and community engagement. Learn about her passion for integrating empathy with strategic planning, and how she bridges the gaps between "personability", sustainability, and public appeal for her clients.

Gabriella also discusses her involvement with local nonprofits like Packs for Kids and her commitment to education and children's welfare.

Tune in to hear about her challenges, successes, lessons learned - and how Gabriela's innovative approach is empowering organizations to achieve sustainable success while fostering meaningful connections!

Topics Covered:

• Perceptional Consulting

• Bridging Community and Business

• Costa Rica to Kamiak

• Strategic Networking

• Authentic Marketing in the AI Era

• Passion Projects and Community Involvement

Note: This is personal discussion, and NOT an offer to purchase or sell insurance or investment products.

It is Ellis Wealth Management’s expressed position that investments should be understood and discussed with an accredited financial professional before purchase. Past performance is not indicative of future performance. Investments can loose value which includes risk to principle

Contact:

Ellis Wealth Management

Paul Ellis: 425-405-7720

email: paul.Ellis@elliswealthmanagement.net

Gabriella Lino

RMG Consulting

Phone: 425-308-6174

Website: rmgconsultingfirm.com

LinkedIn: Gabriella Lino

Additional Notes and resources have been attached below.

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!®

RESOURCES

RMG Consulting

[rmgconsultingfirm.com]

(http://rmgconsultingfirm.com)

Edmonds Community College

[edmonds.edu]

(https://www.edmonds.edu/)

Packs for Kids

[packsforkids.org]

(http://packsforkids.org)

Mukilteo Chamber of Commerce

[mukilteochamber.org]

(https://mukilteochamber.org/)

Build Her a Future

[buildherafuture.org]

(http://buildherafuture.org)

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!

EWM INSIGHTS Advanced Planning Series with James Bergeron, J.D.

I am pleased to announce that my friends at Nuveen Investments are joining us again for an Advanced Planning series sharing very important Financial and Wealth Management information to help your family become stronger and more independent.

I am joined by my colleague James A. Bergeron, J.D.

Jim is an 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.

It has been said:

" It is not how much you make - it is how much you keep."

This pertains not only to assets one has accumulated , but to knowledge as well.

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!

So get ready as we continue our focus on the greatest investment of all - Human Capital and The Family!

In this episode of the Advanced Planning Series we discuss

"Demystifying Trusts"

Session Topics:

• Demystifying Trusts
• What is a Trust
• Revocable vs. Irrevocable Trusts
• Federal Estate and Gift Tax Exemption
• Spousal Access and Special Needs Trusts
• Charitable Giving through Trusts

Get ready as we continue our focus on the greatest investment of all

- Human Capital and The Family!

“Invest in What You Love!”® ❤️⚜️

You are welcome to share this episode with those in your circle who are on a similar path of learning.

Additional Notes and resources have been attached below.

Previous Session# 1

"From the Stage to Estate: Digital Matters with Special Guest Phillip Nathaniel Freeman"

Can be heard here:

https://player.captivate.fm/episode/cb64a97b-ac45-4f81-aae3-5e873db05b5e/

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!®

----------------

Note: This is an educational discussion and NOT an offer to purchase or sell insurance or investment products.

It is Ellis Wealth Management’s expressed position that investments should be understood and discussed with an accredited financial professional before purchase. Past performance is not indicative of future performance. Investments can loose value which includes risk to principle.

Contact Information :

Ellis Wealth Management

Paul Ellis: 425-405-7720

email: paul.Ellis@elliswealthmanagement.net

-----------------------------------

Additional Resources: Research Links

• The Entertainers Checklist, Estate Guidelines and Considerations - EWM - The Entertainers Checklist, Estate Guidelines and Considerations A Value Based Resource Journal compliments of Ellis Wealth Management, LLC.