Wealth Transfer Archives - Family Wealth Planning Partners

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Wealth Transfer

The shows in the Wealth Transfer page, we discuss a variety of strategies related to transferring your wealth to whom you wish, when you wish and how you wish.

Wealth Transfer Strategies

This radio show recording is provided by Brian Ramsey CFP® ChFC of Family Wealth Planning Partners and host of Peace of Mind Radio. This show is intended to provide basic strategies for transferring your Wealth to the next generation.

Elder Care Planning

Brian introduces special guest Whitney Wilson to talk about the planning strategies around Elder Care Law.

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Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Adviser, IFP and Family Wealth Planning Partners, LLC are not affiliated.
The information given herein is taken from sources that IFP Advisors LLC, dba Independent Financial Partners (IFP), IFP Securities LLC, dba Independent Financial Partners (IFP), and its advisors believe to be reliable, but it is not guaranteed by us as to accuracy or completeness. This is for informational purposes only and in no event should be construed as an offer to sell or solicitation of an offer to buy any securities or products. Please consult your tax and/or legal advisor before implementing any tax and/or legal related strategies mentioned in this publication as IFP does not provide tax and/or legal advice. Opinions expressed are subject to change without notice and do not take into account the particular investment objectives, financial situation, or needs of individual investors.

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