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Putting Your Signature to Your Legacy
Episode 1421st November 2023 • EWM INSIGHTS • Paul Bertrand Ellis, CIMA®
00:00:00 00:27:16

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Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!

EWM INSIGHTS - Family Wealth Series with special Special Guests James Bergeron, J.D., and Brian Beré

I am pleased to announce that my friends at Nuveen Investments are joining us for a series sharing very important Financial and Wealth Management information that is sure to help your family become stronger and more independent. 

The Family Wealth Series is focused on Financial Literacy and Family Wealth Education designed to provide you with insight AND practical action steps to help you navigate vital, yet complex, areas , and family values that are truly important to your long term success! 

I am joined by my colleagues James A. Bergeron, J.D. and Brian Bere.

Jim is an Advisor Education Consultant in the Global Learning and Development group where he and the team focus on developing and delivering intellectual capital designed to help wealth management firms and advisory practices evolve - and enhance their relationships with clients.

And Brian is an Internal Advisor Consultant with Nuveen.

It has been said:

" It is not how much you make - it is how much you keep.

This pertains not only to assets one has accumulated , but to knowledge as well.


Ellis Wealth Management and our friends at Nuveen want you to grow and keep all that you have worked for - in finances and in Life! 


So get ready as we continue our focus on the greatest investment of all - Human Capital and The Family- as we continue to encourage you - and share with you practical advice - to Invest In What You Love !! 


Episode 5:

 "Putting Your Signature to Your Legacy" 


SESSION 5 TOPICS:

  • The Legal Ladder
  • Planning for 2024 and Beyond 
  • Putting Your Signature to Your Legacy 
  • Thankfulness for a Life Invested 



Get Ready as we continue our focus on the greatest investment of all

- Human Capital and The Family!



“Invest in What You Love!”® ❤️⚜️


Additional Resources Below:


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Feel free to share this message with those in your circle who are on a similar path of learning. 



Previous Session #4 Preparing The Family to Succeed into Wealth 

Can be heard here:

https://player.captivate.fm/episode/cae7b20f-4612-4865-b6a4-b8162f0e07db


We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.


You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/


Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®



Additional Resources: Research Links 

Family Wealth Series 10 Questions Journal 

Nuveen, Family Wealth Education Curriculum 



Martindale-Hubble Database of Legal Professionals : www.martindale.com


The American College of Trust and Estate Councel: ACTEC.ORG