More and more, we’re thinking about shaping our personal—and financial—lives around our purpose and focusing on the contributions we want to make. If you want to turn those thoughts into action and start living intentionally day by day, “I’ve Been Meaning to Do That” is here to help. In each episode, Truist Wealth Co-Chief Investment Officer Oscarlyn Elder will talk to fellow thought leaders about the intersection of your aspiration and smart financial planning, along with steps you can take to focus on what matters most to you.
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More and more, we’re thinking about shaping our personal—and financial—lives around our purpose and focusing on the contributions we want to make. If you want to turn those thoughts into action and start living intentionally day by day, “I’ve Been Meaning to Do That” is here to help. In each episode, Truist Wealth Co-Chief Investment Officer Oscarlyn Elder will talk to fellow thought leaders about the intersection of your aspiration and smart financial planning, along with steps you can take to focus on what matters most to you.
In this episode of I’ve Been Meaning To Do That, host Oscarlyn Elder continues our podcast series on running a family business, featuring guest David Herritt of the Center for Family Legacy at Truist Wealth. Together, they explore how you can cultivate family members for roles in your business and in your larger family enterprise.
I've Been Meaning To Do That
More and more, we’re thinking about shaping our personal—and financial—lives around our purpose and focusing on the contributions we want to make. If you want to turn those thoughts into action and start living intentionally day by day, “I’ve Been Meaning to Do That” is here to help. In each episode, Truist Wealth Co-Chief Investment Officer Oscarlyn Elder will talk to fellow thought leaders about the intersection of your aspiration and smart financial planning, along with steps you can take to focus on what matters most to you.
