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Patricia Sklar, CPA, CFA, CFP® Nov 17, 2021 2:38:35 PM < 1 min read

Why Inheriting Money May Not Solve Your Problems

Patricia Sklar, CPA, CFP®, CFA® & Josh Monroe, CFP®, CIMA®

Learn from these examples of mishandled inheritances so you don’t become the next person to lose a fortune.

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Patricia Sklar, CPA, CFA, CFP®

Patricia is a Wealth Advisor at Brightworth, where she uses her CPA and investment background to help develop and implement financial planning strategies for high net worth and high-income earning individuals. She specializes in working with corporate professionals, business owners, and members of the film and entertainment industry.