• GET READY - The NEW Advanced Planning Series!!

  • Aug 16 2024
  • Length: 1 min
  • Podcast

GET READY - The NEW Advanced Planning Series!!

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  • Summary

  • Join Paul Bertrand Ellis, CIMA® , President and Managing Director

    of Ellis Wealth Management LLC, as he teams up with James A.

    Bergeron, J.D., of Nuveen Investments for an Advanced Planning

    Series.

    Together they explain financial literacy and family wealth education,

    providing insights and practical steps to help you navigate complex

    financial areas and support your family's values.

    Discover and learn how to grow and keep your assets through

    practical steps - while creating a Legacy!

    It has been said that it is not how much you make - it is how much

    you keep.

    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- and we encourage you to

    Invest In What You Love!®

    #FinancialLiteracy #WealthManagement
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