EPISODE · Mar 25, 2016 · 27 MIN
Building A Legacy Through Proper Planning
from Boomers Today · host Boomers Today
Peggy Martin has been in the financial services industry since 1977. She is with Family Wealth Consultants, Inc., a Registered Investment Advisory Firm as a Wealth Manager and with Legacy Planning Across Generations. She currently holds the role of CFO for the Morgan Hill Branch of the American Association of University Women.
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Building A Legacy Through Proper Planning
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