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Podcast: Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Episode: EP 254: Dinner Table Webinar: Creating a Lasting Family Financial Foundation
Description: Join us for our special Dinner Table Webinar hosted by Nick Hopwood, CFP®, Jim Pilat, CFP® and Preston Gee, CFP® of Peak Wealth Management.
Following the success of our recent in-person seminar, which sparked lively conversations and insightful financial discussions, many clients who couldn’t attend requested this virtual session.
The webinar focuses on helping families build a strong financial foundation for future generations, with strategies for supporting children and grandchildren while preserving a lasting legacy.
Don't miss this opportunity to learn from the experts and deepen your understanding of multigenerational wealth planning.