Welcome to this week's episode of Wisdom and Wealth where our calling is to enable you to fulfill your own! This week Jay Knighton stops by to walk through his annual Estate Planning Letter that he sends out to clients.  Listen in to today's episode for more helpful thoughts on reviewing and updating your estate plan, and also subscribe to our Wisdom and Wealth Newsletter.

As Always we are wishing you continued Truth, Beauty and Goodness on the road ahead. 

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JOSH KLOOZ, CFP®, MBA
SENIOR WEALTH PLANNER

Phone 281.719.0036
Text 281.699.8691
Fax 281.719.0156
[email protected]

1780 Hughes Landing | Suite 570
The Woodlands, TX 77380

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