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Wealth Legacy Group | Lead a Rich Life

Lead a Rich Life

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Media | Wealth Legacy Group

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Lead a Rich Life. On 2/23/2012 Jamie Traeger-Muney, Founding Principal, Wealth Legacy Group, was interviewed on BBC Business Daily. Show about the Emotional Impact of Wealth on Affluent Children. In honor of Valentine’s Day, Emily Bouchard of Wealth Legacy Group contributed an article for the February edition of StepMom magazine. Focused on how to communicate in ways that make relationships a bit sweeter. Emily was also interviewed about Blended Family Finances for a morning news show on WERC.

2

Philanthropic Journeys: Connecting Family Travel, Values and Giving | Wealth Legacy Group

https://wealthlegacygroup.wordpress.com/2012/07/06/philanthropic-journeys-connecting-family-travel-values-and-giving

Lead a Rich Life. July 6, 2012. Philanthropic Journeys: Connecting Family Travel, Values and Giving. Enjoy this Guest Post from Melanie Hamburger of Catalytic Women. I was talking recently with a member of Catalytic Women and mentioned the topic of connecting family travel plans with our values of giving back. (Catalytic Women hosts a free webinar on this topic on July 11, so it must have been on my mind! Click here to RSVP. The story she shared about. Most of us have good intentions to create these kind...

3

Capturing and Expressing Your Values: Why and How | Wealth Legacy Group

https://wealthlegacygroup.wordpress.com/2012/02/24/capturing-and-expressing-your-values-why-and-how

Lead a Rich Life. February 24, 2012. Capturing and Expressing Your Values: Why and How. Capturing and Expressing Your Values: Why and How. By Emily Bouchard, MSSW, Managing Partner, Wealth Legacy Group. What came to be called Ethical Wills date from the late 12. Century, when there was an expectation in the Jewish tradition that fathers were to write their sons a letter of guidance on how to live a worthy or ethical life. This is the derivation of the term. By Emily Bouchard and Paul Hood. This could be ...

4

RichLife Portfolio[TM] | Wealth Legacy Group

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Lead a Rich Life. What is the RichLife Portfolio. Is a unique process that explores your relationship with money and wealth, allowing you to effortlessly get from where you are in the moment to where you want to go. This process can be done one:one over time or in a group intensive with other people of similar backgrounds. What follows is a detailed description of the intensive. Much like a start up company uses a business plan to implement a successful business strategy, the RichLife Portfolio. Allows y...

5

Events | Wealth Legacy Group

https://wealthlegacygroup.wordpress.com/events

Lead a Rich Life. Wealth Legacy Group is delighted to present events and trainings that allow for valuable and unique conversations about the impact of wealth in people’s lives. Click on RED links below to learn more. Webinar: Philanthropic Journeys with Family. July 11, 2012. The Gift of Giving. How Blended Families Can Use Philanthropy to Bring Their Family Closer Together. July 17, 2011, Riverside, CA. For Women who are Inheritors who live in the San Francisco Bay Area. July 25-27, San Francisco, CA.

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Lead a Rich Life. July 6, 2012. Philanthropic Journeys: Connecting Family Travel, Values and Giving. Enjoy this Guest Post from Melanie Hamburger of Catalytic Women. I was talking recently with a member of Catalytic Women and mentioned the topic of connecting family travel plans with our values of giving back. (Catalytic Women hosts a free webinar on this topic on July 11, so it must have been on my mind! Click here to RSVP. The story she shared about. Most of us have good intentions to create these kind...

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Specializing in Wealth Management. Attorney Christopher R. Healy. 25 Years of experience and. Total client assets over $100 Million. Legal and Consulting Services:. Estate and Tax Planning. Retirement and Financial Structuring. Business and Family Entity Formation. Liability and Mortgage Consultation. Wealth Management Legal Services, LLC. Fairfield, CT 06824. E-mail: CHealy@WealthLegal.com. Website: www.WealthLegal.com. Legal services provided through. Healy Law Office, LLC. Website by Technology On Call.

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