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Holiday Secrets to Financial Freedom

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Manage episode 457606560 series 3597894
Content provided by Concenture Wealth Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Concenture Wealth Management 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 a specially festive episode of Wealth Strategies Unleashed with Robert Gilliland & Karen Heider discussing tax-free gifting limits, 529 plans, securing a family legacy, and ways to teach financial literacy to the next generation. Let's navigate this season of giving with a financial twist!

🧭Download FREE guides: https://concenturewealth.com/financial-guides/
📱Download Our App: https://concenturewealth.sanctuarywealthapp.com/marketing
🌐Our Website: http://www.concenturewealth.com
📞Call Us: 713-930-2910
📧Message Us: [email protected]
💼Our LinkedIn: https://www.linkedin.com/company/concenturewealth/
📸Our Instagram: https://www.instagram.com/concenturewealth/
👍Our Facebook: https://www.facebook.com/people/Concenture-Wealth-Management/100076401128738/
▶️Subscribe to our Channel: https://www.youtube.com/@concenturewealth

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79 episodes

Artwork
iconShare
 
Manage episode 457606560 series 3597894
Content provided by Concenture Wealth Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Concenture Wealth Management 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 a specially festive episode of Wealth Strategies Unleashed with Robert Gilliland & Karen Heider discussing tax-free gifting limits, 529 plans, securing a family legacy, and ways to teach financial literacy to the next generation. Let's navigate this season of giving with a financial twist!

🧭Download FREE guides: https://concenturewealth.com/financial-guides/
📱Download Our App: https://concenturewealth.sanctuarywealthapp.com/marketing
🌐Our Website: http://www.concenturewealth.com
📞Call Us: 713-930-2910
📧Message Us: [email protected]
💼Our LinkedIn: https://www.linkedin.com/company/concenturewealth/
📸Our Instagram: https://www.instagram.com/concenturewealth/
👍Our Facebook: https://www.facebook.com/people/Concenture-Wealth-Management/100076401128738/
▶️Subscribe to our Channel: https://www.youtube.com/@concenturewealth

  continue reading

79 episodes

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