Wealth management and preservation: Sharing Knowledge Series Episode 27

Описание: 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. From how families can effectively pass wealth and good financial stewardship along to the next generation, to the role of philanthropy, host Kevin Vonderau, chief lending officer at Westfield Bank, discusses topics related to wealth management and preservation with guests Brad Knapp, president of Clearstead and Ken Morgan, chief operating officer at Clearstead Trust.
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 agency

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