Transcrito
Is Your Wealth Plan Outdated? Fix It Before It Fails
17 de abr. de 2026 ·
26m 23s
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Is Your Wealth Plan Outdated? Fix It Before It Fails
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Descripción
A wealth plan that worked yesterday may not protect you today. Host Stacey Chillemi talks with Susan Lindeque, founder of Avestix, about how to modernize your wealth strategy, protect your...
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A wealth plan that worked yesterday may not protect you today.
Host Stacey Chillemi talks with Susan Lindeque, founder of Avestix, about how to modernize your wealth strategy, protect your data, and build a plan that actually supports your future.
You’ll learn:
🔐 How to protect your wealth in a digital-first world
👩💼 Why women-led wealth is reshaping the future
📊 How to get clarity across complex financial data
🏛️ How better structures reduce friction and risk
🌱 How to build a legacy that lasts across generations
Connect with Susan Lindeque
🌐 Website: www.avestix.com
🔗 LinkedIn: https://www.linkedin.com/in/susanlindeque
📩 Email: susan@avestix.com
mostra menos
Host Stacey Chillemi talks with Susan Lindeque, founder of Avestix, about how to modernize your wealth strategy, protect your data, and build a plan that actually supports your future.
You’ll learn:
🔐 How to protect your wealth in a digital-first world
👩💼 Why women-led wealth is reshaping the future
📊 How to get clarity across complex financial data
🏛️ How better structures reduce friction and risk
🌱 How to build a legacy that lasts across generations
Connect with Susan Lindeque
🌐 Website: www.avestix.com
🔗 LinkedIn: https://www.linkedin.com/in/susanlindeque
📩 Email: susan@avestix.com
Información
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