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!®

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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