Pass It On: Transferring Wealth, Wisdom, and Financial Smarts to Future Generations - Couverture souple

Gervais, Lori B.; Gervais, Roger G.

 
9781544508009: Pass It On: Transferring Wealth, Wisdom, and Financial Smarts to Future Generations
Couverture souple
ISBN 10 : 154450800X ISBN 13 : 9781544508009
Editeur : Lioncrest Publishing, 2020

Synopsis

You’ve spent years building and protecting wealth that you one day hope to pass on to your children. But as you dig into that planning, fear starts to creep in. You’re worried that, lacking proper experience or financial education, your children will fail to preserve your family’s wealth for future generations—or even worse, squander it.

You want to broach the subject with your children, but you’re unsure how to begin that conversation or what resource you can offer them that covers all the bases.

In Pass It On, Roger and Lori Gervais show you how to transfer not just your wealth, but also the family values that will enable future generations to preserve and grow what you’ve built. Mixing financial knowledge with client stories and nuggets of wisdom, Roger and Lori will set you up for success as the steward of your family’s wealth and give you the peace of mind that your children are prepared to inherit that responsibility.

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À propos de l'auteur

Roger and Lori Gervais are proud parents of three wonderful children: Anna, Will, and Jack. Roger and Lori are also the husband-and-wife team behind The Gervais Group, named by Forbes as "Best in State Wealth Advisors" in Wisconsin. Lori, a CERTIFIED FINANCIAL PLANNER(TM) professional, has been recognized for her commitment to clients and to the profession by Forbes, which named her to its America's Top Women Advisor List. Roger, a CFA(R) charterholder, uses his background in engineering to offer clients a unique set of problem-solving skills. Throughout their thirty years of combined experience in the industry, Roger and Lori have made it their mission to simplify the complex world of financial planning.

Les informations fournies dans la section « A propos du livre » peuvent faire référence à une autre édition de ce titre.

Éditeur
Lioncrest Publishing
Date d'édition
2020
Langue
anglais
ISBN 10 
154450800X
ISBN 13 
9781544508009
Reliure
Broché
Nombre de pages
268
Coordonnées du fabricant
Manufactured by Amazon on behalf of the author
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