Effective financial planning for executives and entrepreneurs is complex, dense and impossible to reduce to a single, easy-to-understand formula. However, the latest book from The Colony Group, Personal Financial Planning for Executives and Entrepreneurs: The Path to Financial Peace of Mind, might be as close as you can get. Whether you are an executive, an entrepreneur or someone who works with executives or entrepreneurs, you will find the book to be a valuable resource not just for financial planning but, as the title suggests, for finding true financial peace of mind.

Featuring: Jeffrey T. Craig, CFP®, EA, Senior Wealth Advisor for The Colony Group, Nadine Gordon Lee, CPA/PFS, CFP®, President of The Colony Family Office and Managing Director of the Metro NY Offices, and Michael J. Nathanson, JD, LLM, Chief Executive Officer and Chair of The Colony Group.

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Moderated by: Emily Cegielski, Editorial Director of Worth Media


In case you missed it, watch the full session below: