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Join us and get the book Personal Financial Planning for Executives and Entrepreneurs: The Path to Financial Peace of Mind. In this book, you’ll learn even more about:
  • Business transition planning from Abby’s perspective, a business owner, as she embarks on the journey of selling her business
  • Planning transition strategies from highly concentrated holdings to a more diversified portfolio
  • ESG strategies and how to best incorporate environmental, social, and governance issues into financial portfolios