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Jul 27, 2022

This week, Roger interviews Kim Curtis, President and CEO of Wealth Legacy Institute and author of Amazon best seller, ‘Money Secrets: Keys to Smart Investing’. Kim is highly regarded in the financial planning industry and was recognized by the Journal of Practical Estate Planning.

They talk about what wealth management entails and the role wealth managers as well as accountants play in planning the financial aspect of their clients lives and getting them ready for retirement.

They also discuss ‘The Law of 72’ and having a healthy relationship with money among many other topics.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Kim Curtis

Kim Curtis is a nationally recognized wealth management advisor and speaker. As President and CEO of Wealth Legacy Institute, her groundbreaking work in developing a highly personal client-centric planning model was recognized in the Journal of Practical Estate Planning, winning the Editor's Choice award. This model is the cornerstone of her firm's holistic and highly successful approach to integrated wealth management, The Planning for LIFE Experience™.

Kim has attained numerous professional designations and been recognized by the financial planning industry as having achieved the highest level of competence and expertise. Kim is a bestselling author of Money Secrets: Keys to Smart Investing, published by Financial Literacy Press. Kim has spoken on leadership, negotiations, and finance to organizations such as West Point, Oracle, EPA, University of Colorado Hospital, Comcast, Level 3, CenturyLink, OtterBox, Johnson & Johnson, AAUW, amongst others. She has been profiled on NBC, CBS, ABC, FOX, CW, and the Wall Street Journal.


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