• EP 254: Dinner Table Webinar: Creating a Lasting Family Financial Foundation

  • Nov 11 2024
  • Length: 51 mins
  • Podcast

EP 254: Dinner Table Webinar: Creating a Lasting Family Financial Foundation

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  • Summary

  • Join us for our special Dinner Table Webinar hosted by Nick Hopwood, CFP®, Jim Pilat, CFP® and Preston Gee, CFP® of Peak Wealth Management.

    Following the success of our recent in-person seminar, which sparked lively conversations and insightful financial discussions, many clients who couldn’t attend requested this virtual session.

    The webinar focuses on helping families build a strong financial foundation for future generations, with strategies for supporting children and grandchildren while preserving a lasting legacy.

    Don't miss this opportunity to learn from the experts and deepen your understanding of multigenerational wealth planning.

    —

    Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire With Peace of Mind.

    Stay Connected With Us:

    Podbean: findingtruewealth.podbean.com

    YouTube: / @peakwealthmgmt

    Apple: rb.gy/1jqp6 (Trust the Plan Podcast)

    Facebook: Facebook.com/PeakWealthManagement

    Twitter: Twitter.com/nhopwood1

    www.peakwm.com
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