Episode 18 - The Best Strategies for Multigenerational Wealth Planning with Shelly Appleton-Benko
In this week's episode of Your Estate Matters, Nicole and Greg welcome Shelly Appleton-Benko, Vice President, Director and Portfolio Manager at Odlum Brown. The discussion covers wealth management, multigenerational wealth planning, and the importance of legacy. Shelly shares her career journey, community involvement, and methods for teaching her children financial responsibility. She emphasizes patience and a long-term perspective in wealth management, and the significance of fostering financial literacy within families. The episode concludes with insights on proactive planning and the value…
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