Sustaining Wealth Over a Lifetime: Advice for the Next Generation

Rachel Ling, CFP® |
Emerald GEMs

Nov. 2, 2021—Regardless of when you receive an inheritance or earn your income, sustaining wealth over your lifetime takes deliberate planning. It is important to follow a budget that is carefully designed to help you achieve your goals. In today’s podcast, Wealth Planning Analyst Rachel Ling discusses smart budgeting strategies to help your money last throughout your lifetime.

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Mentorship May Increase Next Gen Engagement in the Family Business

Libby Turner, CEPA™️ |
Emerald GEMs

October 6, 2020—Many successful family businesses use mentorship programs to engage younger generations and overcome some of the challenges associated with inter-generational succession. In addition, effective mentoring may help reinforce a shared vision and company values across generations. Family Legacy Advisor Libby Turner discusses how effective mentoring can help pave the way for a successful business transition to the next generation.

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