Episode 6

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Published on:

11th Jul 2023

What Is Wealth and Legacy? Special Family Wealth Series

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

Announcing The Family Wealth Series!

With with Special Guests James A. Bergeron, J.D. and Brian Beré

It has been said,

“It’s Not How Much You Make, It’s How Much You Keep”

Join me and my colleagues James A. Bergeron, J.D. and Brian Beré from Nuveen Investments, for a podcast series that focuses on valuable Family Wealth Management information, designed to help you, and your family,  become stronger and more independent. 

FAMILY WEALTH SERIES


EPISODE 1:

WHAT IS WEALTH AND LEGACY?

In this episode of the Family Wealth Series we begin our journey by discussing the importance of asking self-reflective questions about the various meanings of “Wealth” and “Legacy.”

Understanding these clean, meaningful definitions can lead to purposeful action towards one’s intended success. 

Jim Bergeron is an attorney and 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.

A graduate of Augsburg University in Minneapolis with degrees in Economics and Political Science, Jim later received his Law Degree from Vanderbilt University in Nashville, TN. Jim currently serves on the Northern Regional Council for the American Cancer Society.

Brian Beré is an Internal Advisor Consultant with Nuveen, and a graduate of Miami University.

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! 


EPISODE 1 TOPICS INCLUDE:

What is Wealth

What is Legacy

The 3 Components of Wealth

What does Legacy Require

What are We Given

The Middle Years

The 4 Corner Documents

Get Ready

…as we continue our focus on the greatest investment of all

- Human Capital and The Family!


“Invest in What You Love!”®

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


Note: This is an educational discussion and NOT an offer to purchase or sell insurance or investment products. 

It is Ellis Wealth Management’s expressed position that investments should be understood and discussed with an accredited financial professional before purchase. Past performance is not indicative of future performance. Investments can lose value which includes risk to principle.


Additional Resources: 

Ellis Wealth Management

Paul Ellis: 425-405-7720

email: paul.Ellis@elliswealthmanagement.net 

Additional Notes and resources have been attached below.


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


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!®


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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.