Lindsey Paige Markus – A Gift for the Future, Conversations About Estate Planning
Shari interviews real people with real stories who have embraced their core values to make life decisions. We hope that their stories will inspire you to Maximize Your Return on Life.
In this episode, Shari talks with Lindsey Paige Markus, an estate planning attorney, and author of the book A Gift for the Future – Conversations About Estate Planning. They discuss Lindsey’s path to becoming an attorney, proactive estate planning for every stage of your life, why she wrote the book, and how creating a gift for the future can maximize your return on life today.
Shari Greco Reiches
Shari Greco Reiches is Regional Director and Partner at EP Wealth Advisors. In 2005, Shari co-founded Rappaport Reiches Capital Management. She is the architect of the firm's Investing In Your Values solution, which aligns clients' financial planning with their core values. She is a frequent speaker on financial planning and values, author of Maximize Your Return on Life - Invest Your Time and Money in What You Value Most and enjoys mentoring women in the wealth management profession. Please connect with Shari. She loves to talk about investing, financial planning, and Barry Manilow.