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Pinnacle Financial Advisors Podcast #2: Discussing family wealth with your adult children
Manage episode 156692914 series 1196668
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This is episode #2 in Pinnacle Financial Advisors' podcast program.In this podcast, Edward Monte, Ph.D., a psychotherapist and counselor who specializes in the personal issues that arise in family businesses and in discussions of family wealth, will discuss the difficult challenge of having a conversation with your adult children about family wealth.
This program is presented as a service for clients and friends of Pinnacle Financial Advisors.
For more information on Pinnacle Financial Advisors, please call Pat at Pinnacle, at (856) 797-8082 x222 or email info@pfacentral.com. You can also visit Pinnacle's website at www.pfacentral.com.
Download the podcast program here (Stereo MP3 file, 82.0 mb, duration 00:59:44.)
Keywords: pinnacle,harry scheyer,jeff metz,wealth management,family wealth,adult children,family business,seminar,pfacentral,lubetkin,cherry hill,marlton,nj,new jersey,financial advisor,financial planning,estate planning,trust,investments
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This program is presented as a service for clients and friends of Pinnacle Financial Advisors.
For more information on Pinnacle Financial Advisors, please call Pat at Pinnacle, at (856) 797-8082 x222 or email info@pfacentral.com. You can also visit Pinnacle's website at www.pfacentral.com.
Download the podcast program here (Stereo MP3 file, 82.0 mb, duration 00:59:44.)Keywords: pinnacle,harry scheyer,jeff metz,wealth management,family wealth,adult children,family business,seminar,pfacentral,lubetkin,cherry hill,marlton,nj,new jersey,financial advisor,financial planning,estate planning,trust,investments
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