Overview

What Do You Need Them To Know? Financial planner Trey Smith created a system to help his family prepare to overcome life's biggest challenges. In his book, Money Does Grow On Trees: The Family Tree: Financial Wisdom For Intergenerational Growth, Trey imparted the knowledge and experience he gave to his own family with you. Now, with this companion book, Wealth and Family Series: Things You Need to Know, you can apply his strategies to help your family overcome life's biggest challenges. The activities inside will help you: Initiate important conversations so you share a greater understanding of your life and legacy Dive deeper into who you are and what you want people to remember about you Form deeper bonds by initiating meaningful discussions and sharing family traditions This is not just a journal to give as an inheritance. The collection of life stories and important information will be the foundation for strengthening your family. Take Your Family Tree To A Deeper Level Starting Today!

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9781636804361

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Author Information

Trey Smith is a financial advisor with over fifteen years of investment and consulting experience. He works closely with clients to assess their financial situation, goals, and risk tolerance to develop and execute suitable financial plans that meet their needs. Trey obtained his BA in economics from the University of Illinois and completed the executive MBA program at Vanderbilt University. He also holds designations as a CFP (R), CIMA (R), CPWA (R), ChFC (R), and CRPC (R) and has written articles for such organizations as CNBC and provided continuing education for lawyers through the National Business Institute. This is Trey's second book, following The Tips, Tricks and $ Advice They Didn't Teach You in College, which reached the top of several Amazon best-seller lists. Trey enjoys spending time with his wife, Dianne, and his two daughters, Katelyn and Larissa.

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