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5 Keys to Family Wealth Meetings
Manage episode 432967598 series 2792960
Content provided by Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®, Miguel Gonzalez, and MBA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®, Miguel Gonzalez, and MBA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.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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