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Identity in Legacy
Manage episode 417392237 series 3423348
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Join us today as we are joined by Tricia Montalvo Timm. Tricia is a first-generation Latina Board Director, Investor and Author of best seller "Embrace the Power of You".
In this week's episode we explore the importance of identity and how it applies to your journey through the estate planning world.
Tricia helps us unpack the many natural survival tactics she has seen and used throughout her path, which ones can should be avoided, and which ones can lead to a successful career and life.
Tricia also connects these deep concepts from her book to the importance of the individual and the family as it pertains to preparing your estate plan and preserving your legacy, regardless of where you come from in this world.
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