Len Urbas

Len Urbas

All Posts by Len Urbas

a client and advisor discuss year-end plans at a coffee shop

Creating Meaningful Year-End Plans with Your Clients

October 9, 2020

As a financial advisor, you can help families have constructive and even fun conversations about wealth. Here are a few ways to help your clients create meaningful year-end decisions that merge values, wealth, and generosity together.
a father carries his daughter on his shoulders with the mother behind them

Fathers for Generations

June 19, 2020

As Fathers Day appears on June’s calendar, it can stir many emotions and feelings inside of us. Some have the benefit of a deep and continuing relationship with their fathers, while others may have never met their father. But fatherhood is...