Hosted by Cassie Monger and Rachel Bork, the Legacy Leaders Podcast will focus on all things related to family business planning, transition & succession planning, estate planning and EVERYTHING in between. Planning for change is inevitable and keeping focus on priorities and objectives of everyone within the family & business should always be top of mind.
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Hosted by Cassie Monger and Rachel Bork, the Legacy Leaders Podcast will focus on all things related to family business planning, transition & succession planning, estate planning and EVERYTHING in between. Planning for change is inevitable and keeping focus on priorities and objectives of everyone within the family & business should always be top of mind.
Join us as we introduce Chip Bloch, the newest member of our financial planning team at Ascent Advisors. Discover more about Chip's experience and how he helps our clients through a comprehensive financial planning process.
Legacy Leaders Podcast
Hosted by Cassie Monger and Rachel Bork, the Legacy Leaders Podcast will focus on all things related to family business planning, transition & succession planning, estate planning and EVERYTHING in between. Planning for change is inevitable and keeping focus on priorities and objectives of everyone within the family & business should always be top of mind.
