Wealth Architects | June 26, 2020
On June 25th, 2020, we were delighted to host a webinar with Susan Fox, MA – Executive and Life Coach, A.I.M. High Coaching and Mark T. Johnsen, CEO and Chief Wealth Architect of Wealth Architects. The conversation focused on the following topics…
Iris Nguyen JD | June 11, 2020
Planning for living arrangements in retirement is a complex process that touches many facets of our clients’ lives, from financial and estate planning to family communication and quality of life questions. Iris Nguyen JD, Wealth Architect, shares some insights.