Peter Mallouk interviews Cole Harper, Creative Planning Wealth Manager about how to start the estate planning journey and how to tie all the elements of your life together. Many individuals come with successful careers, families and giving goals and we help bring all those areas together, so they can clearly see what they are working towards! Listen in as we explore how to ensure you start out your financial life on the right foot. More about guest Wealth Manager, Cole Harper: http://bit.ly/2WpLlzu Important legal disclosure: http://bit.ly/2DC250b
Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!
Important legal disclosure: http://bit.ly/2DC250b