Hosting a Family Meeting with Susan Schoenfeld
May 06, 2020•31 min•Season 4Ep. 7
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Episode description
With most people currently socially isolating, now can be an ideal moment to gather family together (remotely) to discuss your core values and financial goals. Listen in as Susan Schoenfeld, Founder and CEO of Wealth Legacy Advisors, and I discuss the keys to making the discussion a success. If you, or someone you know, is interested in learning more, you can reach me at Emily.Grace@Bernstein.com.
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