Capital Partners Private Wealth Advisers’ Post

Ever wondered how to build a legacy that reflects your values and purpose? 💭 In Episode 19 of The Purposeful Investor, Aden and David dive deep into creating a thoughtful and impactful legacy plan. Whether you're thinking about your family, your community, or future generations, this episode is packed with insights that can help guide your path. Tune in now and take that meaningful first step! Listen to the full episode here: https://lnkd.in/g86mhbDA #LegacyPlanning #WealthWithPurpose #FinancialLegacy #ThePurposefulInvestor #CapitalPartners

Episode 19 | How to create a legacy plan (Wealth With Purpose part 5) - Capital Partners

Episode 19 | How to create a legacy plan (Wealth With Purpose part 5) - Capital Partners

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