As generational wealth shifts hands, new priorities and perspectives are rising to the forefront. Watch this week’s educational episode where Ashley Page breaks down how this transformation is influencing everything from charitable giving to long-term planning.

Watch to learn more.

Ashley Page, JD, MBA

Senior Vice President

Wealth Consultant

Email Ashley Page here

Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving clients across the nation through financial planning, wealth management and business consulting. The team at Fi Plan Partners creates strategies in the best interest of their clients using fee based investing.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

Economic forecasts set forth in this presentation may not develop as predicted.

No strategy can ensure success or protect against a loss.

Stock investing involves risk including potential loss of principal.

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