Boomers Today
Building A Legacy Through Proper Planning
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 0:27:18
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Sinopse
Peggy Martin has been in the financial services industry since 1977. She is with Family Wealth Consultants, Inc., a Registered Investment Advisory Firm as a Wealth Manager and with Legacy Planning Across Generations. She currently holds the role of CFO for the Morgan Hill Branch of the American Association of University Women.
