Money Sanity Solutions™ Book & DVD

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Money Sanity Solutions™ Book & DVD(details)

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Recent Thoughts about

Advisors

How Our Work Helps

Advisors

At a recent workshop for prominent financial advisors in the Bay Area, we had a terrific discussion about the need/opportunity to rethink their current service models for multigenerational families – especially in light of the current economic environment. 

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Event Information

WEALTH ARCHITECTS UNIVERSITY

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Nathan led two sessions for this event; Families, Money & Values: Taking Control of Your Narrative and The Path to Healthy Habits and Optimal Wellbeing.

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