Wealth Management Insights First Quarter 2024

The Value of Planning

Our wealth management team kicks off the year with a publication devoted to legacy planning. Read the first quarter 2024 issue of Wealth Management Insights with articles contributed by Mary Lago, CFP®, CTFA, Samantha Pahlow, CTFA, AWMA, and Casia Chappell, CFP®, CPWA® that outline ways thoughtful preparation and clear communication can positively impact family legacy and business transitions and protect relationships with loved ones.

Disclosure

The views expressed represent the opinion of Ferguson Wellman. The views are subject to change and are not intended as a forecast or guarantee of future results. This material is for informational purposes only. It does not constitute investment advice and is not intended as an endorsement of any specific investment. Statements of future expectations, estimates, projections and other forward-looking statements are based on available information and Ferguson Wellman’s views as of the time of these statements. Past performance may not be indicative of future results. Ferguson Wellman, Octavia Group and West Bearing do not provide tax, legal, insurance or medical advice. This material has been prepared for general educational purposes only and not as a substitute for qualified counsel who can determine how this information applies to you. We believe the information provided is from reliable sources but should not be assumed accurate or complete.

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