RICHMOND, Va. -- A recent Ipos/Northwestern Mutual survey of wealthy Americans shows most wealthy families are not having substantive conversations about their legacy plans. Today, William R. Moore III, CPWA®, CFP®, CLU®, ChFC®, AEP® of Stratview Wealth Management visited to share his insight on legacy planning and how to start the conversation. For more information, visit their website.
Today, William R. Moore III, CPWA®, CFP®, CLU®, ChFC®, AEP® of Stratview Wealth Management visited to share his insight on legacy planning and how to start the conversation.
Posted at 2:54 PM, May 23, 2023
and last updated 2023-05-23 16:19:18-04
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