CFA Magazine: Closing the Generation Gap
Posted by Susan Turnbull August 1, 2009 in Blog
Susan was quoted in this article about how advisors can build deeper intergenerational relationships with clients and their families.
The Wealth of Your Life: A Step-by-Step Guide for Creating Your Ethical Will
A Step-by-Step Guide for Creating Your Ethical Will
A 40 page four-color illustrated guidebook provides a comfortable, five step path for you, or a loved one, to create an Ethical Will.
"Dr. James Grubman, FamilyWealth ConsultingThis is a visually stunning book with immense heart. It manages to be both inspirational and practical at the same time. Susan Turnbull has succeeded in crafting the perfect guide to one of the most loving acts we can do for our family – creating an ethical will. I recommend it highly to families I work with.
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