Episode Synopsis "Basic Questions For Crafting A Legacy"

Christy Smith, founder of Presley Wealth Management, and Matt Kennedy, investment adviser representative, discuss issues that affect your retirement planning and how you can build a plan to help reduce risk and implement wealth accumulation strategies.Learn more at presleywealthmanagement.com and then, if you would like to have a deeper conversation, set up an appointment online at meetwithusnow.com or by calling (225) 791-5773.

Listen "Basic Questions For Crafting A Legacy"

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