Listen "Passing the Torch: Navigating Wealth Transfer"
Episode Synopsis
Join host and CEO, Greg Weimer, as he speaks with our COO, Gregory Weimer, CFP® , CPA, and Director of Wealth Planning, Randy Holcombe, CFP® about the significance of planning around wealth transfer. Whether you are growing and developing in your career, or contemplating the legacy you'll leave behind in the latter stages of life, we hope this discussion sheds light on the impact of estate planning and effective communication.Tune in and discover how these elements can shape not only the inheritance for your heirs, but also the enduring legacy you'll leave for generations to come.
More episodes of the podcast Imagine That
The Heart Behind Confluence Coats for Kids
20/09/2024
Estate Taxes: What You Can Control
25/07/2024
Finding Opportunities in Life's Transitions
25/06/2024
Why We Chose Confluence Financial Partners
09/05/2024
Why Coaches Matter, In Business and Beyond
01/05/2024
Tips for Raising Confident Children
28/03/2024
Considerations for Purchasing a Second Home
24/01/2024
Living Our Mission | Episode 29
13/09/2023
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.