Parents with substantial assets face an important question - how do I transfer a significant inheritance and plan for a good result? Rod Zeeb and Charles Schultz discuss how to build an excellent plan for successful inheritance.
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Parents with substantial assets face an important question - how do I transfer a significant inheritance and plan for a good result? Rod Zeeb and Charles Schultz discuss how to build an excellent plan for successful inheritance.
Episode 49: Navigating the Landscape of Development Resources
Trusted Advisor Podcast Series
2 months ago
Episode 49: Navigating the Landscape of Development Resources
in this conversation, Rod Zeed speaks with Kristen Heaney, founder of In 3 Generations, who shares her own journey of finding opportunities for development as a second generation inheritor, and Rod and Kristen discuss the challenges individuals and families face in finding consultants and educators to assist on their journey of development and engagement across generations.
Trusted Advisor Podcast Series
Parents with substantial assets face an important question - how do I transfer a significant inheritance and plan for a good result? Rod Zeeb and Charles Schultz discuss how to build an excellent plan for successful inheritance.
