Learn the 7 T’s for Transfer of Wealth

Transfer, Treatment, Timing, Title, Tools/ Techniques, and Talking… all are important T’s for the proper transfer of wealth. Join Crystal Langdon of Crystal Clear Finances as she discusses what each component should address and how to successfully pass wealth to the next generation.

Learn how your investments can make a difference, all Crystal Clear Finances at 518-433-7181 today

Source: Women as the next wave of growth in US wealth management 

You can have Confidence for every financial decision!

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It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation.