))
Empowering Families Through Financial Education - Advanced Planning Series Trailer
Manage episode 471091707 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://ppacc.player.fm/legal.
Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!
Feel free to share this Advanced Planning Series with those in your circle who are on a similar path of learning.
Takeaways:
- Ellis Wealth Management specializes in providing comprehensive financial planning and investment management services.
- The advanced planning series focuses on imparting financial literacy and fostering family wealth education.
- A critical tenet of financial success is not merely earning money but retaining it effectively.
- Knowledge and understanding of financial matters are as valuable as the assets one possesses.
- We aim to help families align their financial decisions with their core values for long-term success.
- Investing in human capital and nurturing family relationships is essential for overall prosperity.
In the Ellis Wealth Management Advanced Planning Series, Paul Ellis and James A. Bergeron embark on an enlightening exploration of financial literacy and its profound implications for family wealth. They introduce the concept that wealth management transcends the mere act of earning; it necessitates a strategic approach to retention and informed decision-making. We encourage our listeners to review their financial priorities and the underlying values that drive them so that they are in alignment with their long-term desires.
The Advanced Planning Series emphasizes the importance of investing in knowledge alongside financial assets, positing that the retention of wealth is as critical as its generation. Ellis and Bergeron provide actionable insights, encouraging families to engage in meaningful discussions about their financial futures, and foster an environment where financial literacy can thrive.
Believing through a focus on human capital as the ultimate investment, they challenge listeners to consider the broader implications of their financial choices. This series not only lays the groundwork for advanced financial planning but also inspires a deeper understanding of what it means to build a lasting legacy.
Invest in What You Love!
75 episodes
Share
