360-Degree Insurance Planning for Wealth Events with Lorrie Baldevia

https://is1-ssl.mzstatic.com/image/thumb/Podcasts116/v4/72/39/e9/7239e97b-005c-ba37-8c03-4d1e2f62653e/mza_13641221864592889199.jpeg/600x600bb.jpg

What’s Next?

Parcion Private Wealth

16 episodes

7 months ago

What's Next? explores how business owners and their families can optimize a business sale or other wealth event to strategically plan for their futures. Join Terry Cook, CFP®, CIMA®, founder of Parcion Private Wealth in Bellevue, Washington, as he interviews experts from across the financial services industry to help listeners determine what's next.

Hosted on Acast. See acast.com/privacy for more information.

Entrepreneurship

Business

RSS

All content for What’s Next? is the property of Parcion Private Wealth 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.

Hosted on Acast. See acast.com/privacy for more information.

Entrepreneurship

Business

https://assets.pippa.io/shows/649ddca6b4fe7200115bcdcb/1688068982672-09ae77ab1fca20860663f78c51f2b38b.jpeg

360-Degree Insurance Planning for Wealth Events with Lorrie Baldevia

What’s Next?

30 minutes 15 seconds

3 years ago

360-Degree Insurance Planning for Wealth Events with Lorrie Baldevia

Join Terry Cook and Assured Partners Agency COO Lorrie Baldevia as they discuss what business owners should consider – both from a business and a personal perspective – when navigating insurance planning and potential consulting services for a successful business transaction.More resources at www.parcionpw.com and www.assuredpartners.com.

Hosted on Acast. See acast.com/privacy for more information.