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FAMILY WEALTH: A HARD LOOK AT THE SOFT ISSUES
A motivational discussion of the soft issues of wealth, for families of wealth and the professionals who serve them -- or want to!
Updated!
  

A motivational discussion of the so-called soft issues of the High-Net-Worth community and the concerns that keep them up at night, for families of wealth and the professionals who serve them -- or want to! Perfect for: -Families and Family Offices -Wealth managers and advisors -Insurance professionals -Financial planners -Estate planners -Other Trusted Advisors The audience will...

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Travels From: New York City, NY
Fee Range: $2,500 - $5,000

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Financial Empowerment Topics Customized for YOUR Audience!
Topics include estate planning, budgeting, generational wealth transfer, real estate, insurance, business starting/building, scams, and credit repair
  

As a fee-only financial planner, JJ has delivered outstanding content on a variety of financial topics including scams, credit repair, budgeting, estate planning, generational wealth transfer, buying or selling a home, insurance, and business building. Topics are customized to your requirements, will compliment your theme, and will add incredible value to your audience. Some of JJ's more popul...

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Travels From: Shreveport, LA
Fee Range: Available Upon Request

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