
What should you do with your allowance? Here are some ideas to think about before you spend it all in one place…
Paul W. Lermitte, Family Business Specialist
Serving multi-generation families in business

What should you do with your allowance? Here are some ideas to think about before you spend it all in one place…

Going back to school gives you the chance to do many new things. Don’t forget some of the important things, too!
Financial Services provided include:
• transitioning the business from one generation to the next
• retirement planning for family business owners
• optimizing the business for success
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