About Peter Wheeler, CLU, ChFC, CFP®

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So far Peter Wheeler, CLU, ChFC, CFP® has created 7 blog entries.

When Do You Need WheelerFrost Private Trust Services

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What is Legacy Planning?

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What is a POLST & When Do You Need One?

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Legacy Planning vs. Estate Planning

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Stock Options + Grants: The Executive’s Guide to Equity Compensation

Categories: Books|

Legacy Planning

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How to create your own unique lasting legacy and why it is so important to your loved ones.

Financial Planning and Ethics

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This presentation meets the requirements of the 2 hour Ethics CE requirements of the Board of Certified Financial Planning. Learning objectives include: learning the material elements of financial planning, demonstrating an understanding of the elements of a written plan, and defining elements of the fiduciary standard as it applies to financial planning. This program has […]

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