Lisa Gray – Wealth Optimization Expert

from Divestopedia Exit Strategy Insights · host John Carvalho

In this session you will learn about: Ways people can prepare emotionally and financially from earning money Strategies the wealthy use to minimize their taxes What should clients look for in their “money person”? The differences between brokerage firms, RIA firms, family offices and the other people out there advising clients about investments How you … Continue reading Lisa Gray – Wealth Optimization Expert →

Episode metadata supplied by the publisher feed · Published Sep 20, 2012

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