831: Generational Wealth with Lori Gervais

On this show, we talked about the challenges of transferring wealth from one generation to the next, how and why to create a family vision, and how to use estate planning to perpetuate wealth across multiple generations with Lori Gervais CFP, Advisor with the Gervais Group and author.  Listen to learn some practical steps for ensuring you don’t ruin your kids by giving them money! 

You can learn more about Lori at GervaisWealthManagement.com, Facebook and LinkedIn. Click Here for a copy of Pass it On

We’re honored to have been named one of the top podcasts for investing!

We’re on YouTube, check us out!

George is honored to be included on Investopedia's list of the Top 100 Financial Advisors for 2020!

Have George speak to your organization.

You can learn more about the show at GeorgeGrombacher.com, Twitter, LinkedIn, Instagram and Facebook or contact George at Contact@GeorgeGrombacher.com.