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Tales From the Trenches Tuesdays Episode 2

November 15, 2022

EPISODE 2

Episode 2 of Tales From the Trenches Tuesdays features Paul Nazareth, Vice-President of the Canadian Association of Gift Planners (CAGP). I first met Paul many years ago when he was working for a bank doing financial planning.

I talk to Paul about money discussions while growing up, as well as the intergenerational transfer of wealth and bequests.

Paul is a highly animated fellow, as you will see in this episode.

You can find Paul at:

https://www.linkedin.com/in/paulnazareth/

https://www.tiktok.com/@generosityguy

https://twitter.com/UinvitedU

Just click on the picture of Paul below.

L’chaim.

jack

The post Tales From the Trenches Tuesdays Episode 2 appeared first on YUCKS Enterprises.

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