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Special Market Update: Advanced Financial Planning



In this special episode, David Vallieres is joined by Bill Brown, a partner at Synergy Capital Solutions who also happens to be a member of the Synergy Investment Committee. Today Bill shares insights on who might be good candidates for advanced financial planning, and how to protect wealth in multi-generational families.

Tune in now to learn more about advanced planning to see how you can ensure your wealth is shared for years to come.

Resources: Synergy Capital Solutions| David Vallieres on LinkedIn | Bill Brown on LinkedIn