The Value of a Family Meeting

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Recorded05 Sep 2024

Publisheryourlifesimplified.libsyn.com ↗

Handlerec:14481616

Show notes

Family meetings may sound daunting and challenging but they don't have to be. Hosts Whitney Reagan, wealth advisor, and Daniel Sharkey, senior wealth advisor, discuss making these financial meetings with your broader family productive. They'll cover what is a family meeting, why you should have them regularly and what topics are important to include.

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