Philanthropic pursuits
James Silbernagel, CFP®, CEPS, LACP, LUTCF
![James Silbernagel, CFP®, CEPS, LACP, LUTCF]()
James Silbernagel, CFP®, CEPS, LACP, LUTCF
Educating, inspiring & motivating insurance & financial professionals to be the best they can be for their communities.
The parents transfer the wealth to their children, the children don’t know how to appropriately handle the wealth, the children spend all the money and fight over it…sound familiar? This episode with Financial Professional Ryan Ponsford will help you start the conversation and get more family meetings scheduled!
>>>Listen to the episode<<<
Advisors, you can brand and share this episode with your clients, prospects, communities, and social networks to grow your business! Contact us to learn more and a free demo: www.RealWealthMarketing.com | 262-626-2590 | Info@RealWealthMarketing.com.
Owner / Founder of Advanced Retirement Planning, LLC
3yWell said
Empowering our clients to live the life they want.
3yHuge fan of Ryan Ponsford and Main Street Philanthropy!!! HUUUGE!!!