H. Jude Boudreaux, CFP® Sr. Financial Planner, sits down with Gregg Greenberg, Multimedia Anchor & Retirement Editor at InvestmentNews to talk about how high-net-worth families going through life transitions need to slow down and get on the same page.
Jude Boudreaux, CFP®, is a Partner/Sr. Financial Planner in the Chicago and New Orleans offices of The Planning Center, a fee-only financial planning and wealth management firm. Email him at jude@theplanningcenter.com.
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