Why 60% of Wealth Transfers Fail (and the Conversation Every Family Should Have This Holiday Season) скачать в хорошем качестве

Why 60% of Wealth Transfers Fail (and the Conversation Every Family Should Have This Holiday Season)

The holidays bring families together… multiple generations under one roof to share stories, reconnect, and look ahead. And as Nolan Goslee with Cornerstone Retirement Partners explains to Erin Kennedy, it’s also the perfect time to start meaningful conversations about family finances and the legacy you want to leave behind. 📉 Did you know? ➡️ 60% of wealth transfers fail — not because of taxes or poor planning, but because families never talk about them! Starting that conversation now can: • 💬 Reduce future stress • 🛡️ Protect the people you care about most • 🧭 Provide clarity around your long-term wishes If your family is ready to take that first step, Nolan and his team can help make the process feel simple, supportive, and clear. 📞 To schedule a complimentary appointment: Call 616-301-2581 or visit www.Cornerstone-RP.com For more updates on when Cornerstone Retirement Partners uploads a new video follow these social medias Facebook -   / cornerstoneretirementpartners   Linkedin -   / cornerstone-retirement-partners   Twitter -   / cornerstone_rp   If you perfer to listen to the videos they will be posted in audio form on this page. https://coursetoretirement.libsyn.com... Financial Education Find out more information about Cornerstone Retirement Partners, request a consultations, or download the resources mentioned in today’s episode by visiting www.cornerstone-rp.com- Disclosure: Investment Advisory Services offered through Brookstone Capital Management, LLC (BCM), a Registered Investment Advisor. BCM and Cornerstone Retirement Partners are independent of each other.