Crafting Your Legacy Plan

Crafting Your Legacy Plan

Your Money Matters

02/08/2024 8:21PM

Episode Synopsis "Crafting Your Legacy Plan"

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.Your Money Matters airs Saturdays and Sundays at 9 am on WJBO Newsradio 1150 AM and 98.7 FM in Baton Rouge.

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