))
What Is Wealth and Legacy? Special Family Wealth Series
Manage episode 371369858 series 2801715
Content provided by Paul Bertrand Ellis, CIMA® and Paul Bertrand Ellis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paul Bertrand Ellis, CIMA® and Paul Bertrand Ellis 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://player.fm/legal.
Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!
EWM INSIGHTS - Family Wealth Series with special Special Guests James Bergeron, J.D., and Brian Beré
Announcing The Family Wealth Series!
With with Special Guests James A. Bergeron, J.D. and Brian Beré
It has been said,
“It’s Not How Much You Make, It’s How Much You Keep”
Join me and my colleagues James A. Bergeron, J.D. and Brian Beré from Nuveen Investments, for a podcast series that focuses on valuable Family Wealth Management information, designed to help you, and your family, become stronger and more independent.
FAMILY WEALTH SERIES
EPISODE 1:
WHAT IS WEALTH AND LEGACY?
In this episode of the Family Wealth Series we begin our journey by discussing the importance of asking self-reflective questions about the various meanings of “Wealth” and “Legacy.”
Understanding these clean, meaningful definitions can lead to purposeful action towards one’s intended success.
Jim Bergeron is an attorney and Advisor Education Consultant in the Global Learning and Development group where he and the team focus on developing and delivering intellectual capital designed to help wealth management firms and advisory practices evolve - and enhance their relationships with clients.
A graduate of Augsburg University in Minneapolis with degrees in Economics and Political Science, Jim later received his Law Degree from Vanderbilt University in Nashville, TN. Jim currently serves on the Northern Regional Council for the American Cancer Society.
Brian Beré is an Internal Advisor Consultant with Nuveen, and a graduate of Miami University.
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!
EPISODE 1 TOPICS INCLUDE:
What is Wealth
What is Legacy
The 3 Components of Wealth
What does Legacy Require
What are We Given
The Middle Years
The 4 Corner Documents
Get Ready
…as we continue our focus on the greatest investment of all
- Human Capital and The Family!
“Invest in What You Love!”®
Feel free to share this information with those in your circle who are on a similar path of learning and inspiration.
Note: This is an educational discussion and NOT an offer to purchase or sell insurance or investment products.
It is Ellis Wealth Management’s expressed position that investments should be understood and discussed with an accredited financial professional before purchase. Past performance is not indicative of future performance. Investments can lose value which includes risk to principle.
Additional Resources:
Ellis Wealth Management
Paul Ellis: 425-405-7720
email: paul.Ellis@elliswealthmanagement.net
Additional Notes and resources have been attached below.
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!®
-----------------------------------
61 episodes
Share
