Wealth Legacy Group...
assists closely held business families with the growth, management, protection, distribution, and legacy issues of their wealth - with business succession & exit strategies - and in creating intention and integration between their business and personal lives.
Click Here to read R. J. Kelly's article on Page 49 in Apr 2011 Accredited Members Inc. on the benefits of and the selection criteria for creating a Board of Directors.
Click Here to read R. J. Kelly's article on Page 32 in Jan 2011 Accredited Members Inc. on estate planning with a heart.
Click Here to read the article in the San Diego Union Tribune featuring R. J. Kelly and Wealth Legacy Group.
Click Here to view a series of interviews featuring R. J. Kelly on The Wealth Channel. Topics include: Wealth Counseling and Involuntary Philanthropy, Giving in Any Income Class, Wealth Legacy Group, and the "Necessary Nine"
Upcoming Events:
January 26, 2012
Training for Non-Profits
Finding donations in today's economy.
Contact R. J. Kelly at rj@wealthlegacygroup for information.
April 25, 2012
Center for Wealth & Legacy 2012 Leadership & Legacy Seminar Series and Inspiration Awards™...
Leadership & Legacy and the 2012 Inspiration Awards
For addtional information please visit the Center's website at www.wealthlegacyseries.org
Do you know an inspirational leader in our community? Click Here for the nomination form.
WLG is an official Outreach Partner of Our Greater San Diego Vision. Click Here for more information.