Wiss Tips Series - Tip #3/4

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  • Опубліковано 21 лют 2024
  • Join Charlie and Stephanie Hughes of @wisscompanyllp for Tip #3 and 4 of our "5 tips for financial literacy" series!
    Strong Girls United Foundation is proud to team up with Wiss to provide mentorship and support for girls, women, and their families. The program develops a safe space for girls in elementary and middle school to cultivate meaningful relationships with strong female role models.
    Today we welcome Stephanie Hughes, CEO of Wiss Family Office, to talk through the principles of financial planning and the time value of money. Stephanie’s extensive background in wealth management and capital markets enables her to identify and navigate the challenges families face when it comes to managing transitions and their wealth. Stephanie is committed to bringing the highest quality of unbiased, expert advice to clients, family-owned business owners and entrepreneurs.
    We are so grateful and excited to have Wiss as a sponsor for Strong Girls Pod!
    Disclaimer:
    Wiss Private Client Advisors, LLC ("WPCA") is an SEC-registered investment adviser with its principal place of business in New Jersey. WPCA provides individual client services only in states in which it is filed or where an exemption or exclusion from such filing exists. Registration with the SEC does not imply a certain level of skill or training.
    The information contained herein should not be construed as the provision of personalized investment advice. We are neither your attorneys nor your accountants and no portion of this material should be interpreted by you as legal, accounting or tax advice. We recommend that you seek the advice of a qualified attorney and accountant.
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    Information contained herein includes certain forward-looking statements which indicate future possibilities. Actual results may differ materially from the expectations portrayed in such forward-looking statements. As such, there is no guarantee that any views and opinions expressed in this presentation will come to pass. Additionally, the information contained herein includes certain information derived from third-party sources. Although we believe these sources to be reliable, we make no representations as to the accuracy of any information prepared by any unaffiliated third party incorporated herein and take no responsibility therefore.
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    Listen to tip #3/4 here, an extended conversation discussing how these tips apply to all ages. Tune in for fun anecdotes, key insights, and learn how to simplify and elevate your financial plans.

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