Your Life Simplified: A Financial & Wealth Management Podcast
The Value of a Family Meeting
05 Sep 2024
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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