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Pass It On: Transferring Wealth, Wisdom, and Financial Smarts to Future Generations by [Lori B. Gervais, Roger G. Gervais]

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Pass It On: Transferring Wealth, Wisdom, and Financial Smarts to Future Generations Kindle Edition

4.8 out of 5 stars 26 ratings

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Editorial Reviews

About the Author

Roger and Lori Gervais are proud parents of three wonderful children: Anna, Will, and Jack. Roger and Lori are also the husband-and-wife team behind The Gervais Group, named by Forbes as "Best in State Wealth Advisors" in Wisconsin. Lori, a CERTIFIED FINANCIAL PLANNER™ professional, has been recognized for her commitment to clients and to the profession by Forbes, which named her to its America's Top Women Advisor List. Roger, a CFA® charterholder, uses his background in engineering to offer clients a unique set of problem-solving skills. Throughout their thirty years of combined experience in the industry, Roger and Lori have made it their mission to simplify the complex world of financial planning.

Product details

  • ASIN ‏ : ‎ B08KBNBWX6
  • Publisher ‏ : ‎ Lioncrest Publishing (October 20, 2020)
  • Publication date ‏ : ‎ October 20, 2020
  • Language ‏ : ‎ English
  • File size ‏ : ‎ 3379 KB
  • Simultaneous device usage ‏ : ‎ Unlimited
  • Text-to-Speech ‏ : ‎ Enabled
  • Screen Reader ‏ : ‎ Supported
  • Enhanced typesetting ‏ : ‎ Enabled
  • X-Ray ‏ : ‎ Enabled
  • Word Wise ‏ : ‎ Enabled
  • Print length ‏ : ‎ 209 pages
  • Lending ‏ : ‎ Enabled
  • Customer Reviews:
    4.8 out of 5 stars 26 ratings

Customer reviews

4.8 out of 5 stars
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