Episode 14

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Published on:

21st Nov 2023

Putting Your Signature to Your Legacy

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

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About the Podcast

EWM INSIGHTS
Ellis Wealth Management, LLC presents EWM INSIGHTS, a content-rich lifestyle podcast that goes beyond the checklists, to-do lists, and mere financial markets to celebrate HUMAN CAPITAL.
Throughout INSIGHTS we’ll talk to a variety of professionals, coaches, experts, artists, and every day people as we explore the riches that come from our collective journey.

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

Most of all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®




Ellis Wealth Management, LLC
Securities offered through Cambridge Investment Research, Inc. Member FINRA/SIPC
Reposts & Links ≠ endorsements
elliswealthmanagement.net

Ellis Wealth Management, LLC - “Invest in What You Love!"®

About your host

Profile picture for Paul Bertrand Ellis, CIMA®

Paul Bertrand Ellis, CIMA®

Paul Bertrand Ellis, CIMA® is the Managing Director of Ellis Wealth Management, LLC

Paul is an accomplished 25 year financial industry veteran. In addition to various investment and insurance licenses, he holds certification as a Certified Investment Management Analyst (CIMA®) through Investments & Wealth Institute and the Wharton School of the University of Pennsylvania.

In his practice, Paul provides a values-based approach focusing on high net worth wealth management. Professional service and open communication make Paul a personal advocate and passionate client portfolio director.

Paul is an active member of the Investments & Wealth Institute, and member of the Mukilteo Chamber of Commerce.

His volunteer activities have included serving as Chair of the Mukilteo Chamber of Commerce, Co- Chair of the U.W Foster School of Business’ Center for Entrepreneurship and Business Development, and Past -President of the Office of Minority Affairs Friends of the Educational Opportunity Program at the University of Washington.

Paul also participates in various local community projects and initiatives.

As a graduate of the University of Washington, Paul strives to help students achieve their potential through learning and growth opportunities, and is a known engaging guest speaker.

Seattle Magazine has consistently named Paul to The Best Wealth Managers List and he has been named among America’s Most Honored Professionals by American Registry.