Financial Planning Friday's #38 - A 100 Year Plan episode artwork

EPISODE · May 11, 2023 · 4 MIN

Financial Planning Friday's #38 - A 100 Year Plan

from Presilium Private Wealth

What if, instead of a 5-, 10-, or 20-year time horizon, you had a 100-year outlook for you, your family, and your favorite charities? You may not realize it, but you can have an amazing impact on future generations. In this week's FPF episode we look at an example of this and how our legacy can extend well beyond our lifetimes. Please listen, click the like button, and share with a friend! This podcast is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services. The content of this podcast is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Presilium Private Wealth does not intend the information in this podcast to be investment advice, and the information presented in this Presentation should not be relied upon to make an investment decision. Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed. Investment advisory services are offered through Presilium Private Wealth, a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about Presilium Private Wealth is also available on the SEC’s website at www.adviserinfo.sec.gov.

Episode metadata supplied by the publisher feed · Published May 11, 2023

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Financial Planning Friday's #38 - A 100 Year Plan

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