John Parise and Michael Parise
How can you secure your family’s future wealth?
In short, anticipate change, stay informed, and reach out to your advisor.
This week, John and Michael Parise elaborate with a discussion about the importance of proactive wealth management. They highlight the need for individuals to ask questions, educate themselves, and consult with their advisors to secure a better future. John and Michael also briefly talk about the potential benefits of alternative investments in the current market conditions.
So, listen in as they emphasize the significance of tax efficiency, liquidity, and the need for individuals to focus on asset protection in estate planning.
John and Michael discuss:
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