Generational Wealth with Lori Gervais

December 29, 2020

On this show, we talked about the challenges of transferring wealth from one generation to the next, how and why to create a family vision, and how to use estate planning to perpetuate wealth across multiple generations with Lori Gervais CFP, Advisor with the Gervais Group and authorListen to learn some practical steps for ensuring you don’t ruin your kids by giving them money! 

You can learn more about Lori at, Facebook and LinkedIn. Click Here for a copy of Pass it On

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