
Supercharge Your Finances: Episode 18 - September 25, 2025
Welcome to Episode 18 of Prosperity Wealth Planning's educational series, "Supercharge Your Finances." We believe that the more informed our clients are, the more effectively we will work together to help you achieve your financial goals. In this episode, Carolanne Chavanne, CFP®, and Jordan Bromley, CFP® sits down with Josh Bromley, Esq., an estate planning attorney, to explore the important topic of Estate and Legacy Planning. Together, they’ll be diving into the ins and outs of estate and legacy planning and what you need to know when creating or reviewing your estate documents.