FAMILYLEGACYADVISOR.COM

Family Legacy Advisor

About Dr. Weiner. Like Dr. Weiner on Facebook! Book Dr. Eric Weiner. For your next client event, community presentation or family meeting. Dr Eric Weiner is a consultant, speaker, and author. He is the founder of a consulting firm dedicated to helping families and their advisors make wise decisions about legacy and inheritance issues. His goal is to help families transfer their wealth and maintain strong family connections. While building lasting legacies.

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CONTACTS AT FAMILYLEGACYADVISOR.COM

Eric Weiner

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Fox●●●int , Wisconsin, 53217

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Eric Weiner

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Family Legacy Advisor | familylegacyadvisor.com Reviews

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About Dr. Weiner. Like Dr. Weiner on Facebook! Book Dr. Eric Weiner. For your next client event, community presentation or family meeting. Dr Eric Weiner is a consultant, speaker, and author. He is the founder of a consulting firm dedicated to helping families and their advisors make wise decisions about legacy and inheritance issues. His goal is to help families transfer their wealth and maintain strong family connections. While building lasting legacies.

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Family Legacy Advisor | familylegacyadvisor.com Reviews

https://familylegacyadvisor.com

About Dr. Weiner. Like Dr. Weiner on Facebook! Book Dr. Eric Weiner. For your next client event, community presentation or family meeting. Dr Eric Weiner is a consultant, speaker, and author. He is the founder of a consulting firm dedicated to helping families and their advisors make wise decisions about legacy and inheritance issues. His goal is to help families transfer their wealth and maintain strong family connections. While building lasting legacies.

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familylegacyadvisor.com

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Resources | Family Legacy Advisors

https://www.familylegacyadvisor.com/resources.html

About Dr. Weiner. WUWM-FM Lake Effect Radio Interview. The Family Money Story: Looking Beyond the Numbers. Writing an Ethical Will. Strategies for the Use of. Ethical Wills in Your Practice. Find Your Family’s V.O.I.C.E. 2/18/13, Milwaukee Business News ). I highly recommend it. A straightforward and simple-though not always easy! Workbook to help one generation share from the heart to the next generation. Infused with Jewish wisdom, it’s a wonderful guide and support for all faiths.

2

For Families | Family Legacy Advisor

https://www.familylegacyadvisor.com/about.html

About Dr. Weiner. One to three hours of discussion primarily with family leaders. The focus is on the strengths and challenges of the family system. Particular attention is paid to identifying troublesome family dynamics with a plan for their resolution going forward. Financial Literacy for Children. Don’t Bank on it: Preserving Your Family Legacy for Future Generations. Parenting in Prosperous Families: Principles You Can Live By. Wealth Transfer: Practices of Successful Families. These meetings may inc...

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Events with Dr. Eric Weiner

https://www.familylegacyadvisor.com/events.html

Thank you for contacting us! If needed, you will hear back within 48-72 hours. August 18, 2016. Wells Fargo, Private Bank. Corte Madera, California. May 22, 2016. Tampa Orlando Pinellas Jewish Foundation. May 22, 2016. Tampa Orlando Pinellas Jewish Foundation. May 18, 2016. Merrill Lynch Client Event. January 28, 2016. Queen of the Valley Hospital Foundation. September 24, 2015. Aaron-Michaels Wealth Management Group. June 10, 2015. May 28, 2015. Savant Capital Management (Lunch). May 27, 2015.

4

Family Legacy Advisor

https://www.familylegacyadvisor.com/home.html

Like Dr. Weiner on Facebook! Book Dr. Eric Weiner. For your next client event, community presentation or family meeting. Dr Eric Weiner is a consultant, speaker, and author. He is the founder of a consulting firm dedicated to helping families and their advisors make wise decisions about legacy and inheritance issues. His goal is to help families transfer their wealth and maintain strong family connections. While building lasting legacies. About Dr. Weiner.

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For Advisors | Family Legacy Advisors

https://www.familylegacyadvisor.com/for-advisors.html

About Dr. Weiner. How to Identify and Handle Interpersonal Problems with Financial Clients. Putting the Family in Financial Planning. Why Wealthy People Do the Seemingly Nutty Things They Do. Jackson National Life Insurance. Wisconsin State Bar Association. Catholic Family Life Insurance (Milwaukee, WI). Milwaukee Estate Planning Council. National Association of Personal Financial Advisors/Keynote. Harris Bank (Chicago, IL). Johnson Bank Private Wealth Management. Vistage International (Seattle, WA).

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familylegacyadvisor.com

Family Legacy Advisor

About Dr. Weiner. Like Dr. Weiner on Facebook! Book Dr. Eric Weiner. For your next client event, community presentation or family meeting. Dr Eric Weiner is a consultant, speaker, and author. He is the founder of a consulting firm dedicated to helping families and their advisors make wise decisions about legacy and inheritance issues. His goal is to help families transfer their wealth and maintain strong family connections. While building lasting legacies.

familylegacyadvisors.com

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