Month: October 2022
Gain benefits from working with a professional you trust who can offer retirement plan consulting to help you navigate this complicated landscape.
Zachary Morris CFP®, Managing Partner & Founder of Paces Ferry Wealth Advisors was the guest speaker at the Galleria-Northwest Atlanta Kiwanis Club meeting on October 12, 2022. meeting. Zach presented a primer on Estate Planning for members with many commenting that the presentation was informative, insightful and practical.
Take the time now to focus on your business succession planning to ensure that your legacy lives on and your business finds lasting success.
Zachary Morris CFP®, Managing Partner & Founder of Paces Ferry Wealth Advisors was featured in Investor's Business Daily discussing how Financial Advisors often work with clients who claim that they, "didn't grow up around money."