Sharing Knowledge Series is a video and podcast series that brings you insights on banking from the perspective of business owners, insurance agents, and individuals from all backgrounds with the same passion for the pursuit of financial freedom.
Each episode, host Kevin Vonderau is joined by industry experts and partners. Together, they’ll exchange ideas, highlight best practices and address top business challenges to help you succeed.
Have questions? Email westfield-bank@westfield-bank.com.
For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.
All content for Sharing Knowledge Series is the property of Westfield Bank and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Sharing Knowledge Series is a video and podcast series that brings you insights on banking from the perspective of business owners, insurance agents, and individuals from all backgrounds with the same passion for the pursuit of financial freedom.
Each episode, host Kevin Vonderau is joined by industry experts and partners. Together, they’ll exchange ideas, highlight best practices and address top business challenges to help you succeed.
Have questions? Email westfield-bank@westfield-bank.com.
For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.
Understanding wealth management and preserving generational wealth
Sharing Knowledge Series
1 year ago
Understanding wealth management and preserving generational wealth
What is wealth management and preservation, and why is it important for individuals and families?This question and more gets answered in the 27th episode of the Sharing Knowledge Series. Host Kevin Vonderau, chief lending officer at Westfield Bank, discusses wealth management, strategies for financial planning, and preserving wealth across generations with guests Brad Knapp, president of Clearstead (https://www.clearstead.com/) and Ken Morgan, chief operating officer at Clearstead Trust (https://clearsteadtrust.com/team/#ken).Investment products:• Are not FDIC insured• Are not bank guaranteed• May lose value• Are not a deposit• Are not insured by any federal or state government agencyWe want to hear your feedback. Take our survey at westfield-bank.com/sks (http://www.westfield-bank.com/sks)Have questions? Email westfield-bank@westfield-bank.com (mailto:westfield-bank@westfield-bank.com).
Sharing Knowledge Series
Sharing Knowledge Series is a video and podcast series that brings you insights on banking from the perspective of business owners, insurance agents, and individuals from all backgrounds with the same passion for the pursuit of financial freedom.
Each episode, host Kevin Vonderau is joined by industry experts and partners. Together, they’ll exchange ideas, highlight best practices and address top business challenges to help you succeed.
Have questions? Email westfield-bank@westfield-bank.com.
For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.
