Building A Legacy Through Proper Planning
25 mar 2016 ·
27 min. 17 sec.
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Descrizione
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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Informazioni
| Autore | Boomers Today |
| Organizzazione | Boomers Today |
| Sito | - |
| Tag |
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