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What’s Next?
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Indhold leveret af Parcion Private Wealth. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Parcion Private Wealth eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
What's Next? explores how business owners and their families can optimize a business sale or other wealth event to strategically plan for their futures. Join Terry Cook, CFP®, CIMA®, founder of Parcion Private Wealth in Bellevue, Washington, as he interviews experts from across the financial services industry to help listeners determine what's next.
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15 episoder
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