Building A Legacy Through Proper Planning

Mar 25, 2016 · 27m 17s
Building A Legacy Through Proper Planning
Chapters

01 · The Brymers - Torture You

1s

Description

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...

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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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Author Boomers Today
Organization Boomers Today
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