legacy_planning

Scherrie L. Prince, Attorney, Asset Protection Coach, teaches entrepreneurs how to merge business plans with estate planning to create a moat around their assets. Scherrie is also Podcast Host at Play Big Faster Podcast. www.linkedin.com/in/scherriespeaks

Peggy Martin has been in the financial services industry since 1977. She is with Family Wealth Consultants, Inc., a Registered Investment Advisory Firm as a Wealth Manager and with Legacy Planning Across Generations. She currently holds the role of CFO for the Morgan Hill Branch of the American Association of University Women.