Plan of Action: Strategies to Help You Build and Preserve Wealth: Featuring Brett S. Ellen, CFP(r)

Plan of Action: Strategies to Help You Build and Preserve Wealth - Featuring Brett S. Ellen, CFP(r) introduces readers to various financial planning tools and techniques. It provides important information and advice from a collaboration of independent financial professionals and registered representatives of Securities America, Inc., one of the nation's largest independent broker/dealers. The goal is to help readers make informed choices that can lead to long-term financial security. Brett Ellen's chapter, "Living a Life of Passion and Purpose," provides a good financial planning discussion, including tax-advantaged estate planning ideas, educating the next generation and leaving a legacy.