Your Life Simplified: A Financial & Wealth Management Podcast
Set Your Family Up for a Successful Family Meeting
19 Sep 2024
On this episode of Your Life Simplified, hosts Whitney Reagan, wealth advisor, and Daniel Sharkey, senior wealth advisor, continue their discussion on making financial meetings with your family successful. They'll share tips for making family meetings successful, including getting everyone's buy-in, making it a singular event, being intentional in your agenda, speaking to different generations and incorporating family history.
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