Sharing Knowledge Series: Episode 27

Wealth management and preservation: Sharing Knowledge Series Episode 27

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

Have questions? Email [email protected]

 

Related episodes

Episode 26 - 2024 Economic Outlook

Episode 25 - Cybersecurity preparedness for your business

Episode 24 - Financing business growth

Episode 23 - How to build a team of advisors to meet your goals

Episode 22 - Technological impacts on the healthcare industry

Episode 21 - 2023 Economic outlook

Episode 20 - Philanthropy and nonprofits

Episode 19 - Planning for the next chapter

Episode 18 - The Role of Marketing

Episode 17 - Specialty Merchants & Retail

Episode 16 - Commercial Construction and Equipment

Episode 15 - Employee Empowerment and Engagement

Episode 14 - Restaurants and Agribusiness

Episode 13 - Residential Real Estate

Episode 12 - Commercial Real Estate and Development

Episode 11 - 2022 Economic Outlook

Episode 10 - Understanding Cyber Insurance

Episode 9 - Diversity, Equity, and Inclusion (DE&I)

Episode 8 - Automotive & Insurance

Episode 7 - Transportation & Logistics

Episode 6 - The Future of Work

Episode 5 - Digital Transformation: A Cycle of Innovation

Episode 4 - Mergers & acquisitions: Growing your business

Episode 3 - Cybersecurity: Protecting what matters to you

Episode 2 - Our current economy & the path forward

Episode 1 - How an employee stock ownership plan (ESOP) works

Episode 0 - Introducing Sharing Knowledge Series

Watch now

Listen now

Listener survey

Thank you for experiencing this episode of Sharing Knowledge Series! If you enjoyed this episode, then please subscribe on YouTube or rate us on Apple. Questions or feedback? We always appreciate your feedback and suggestions.

SHARE YOUR THOUGHTS

Disclaimer

The Sharing Knowledge Series of videos, podcast episodes and articles are for informational purposes only, and is not intended to serve as legal, tax, financial, investment, accounting, or regulatory advice. Opinions expressed and third-party information shared herein do not reflect the opinions of Westfield Bank, Westfield Group, or any of its subsidiaries or affiliates. The information shared does not constitute nor is intended as an offer or solicitation for the purchase or sale of any product or service. Testimonials may not be representative of the experience of other customers and are not guarantees of future performance or success. Bank products and services provided by Westfield Bank, Member FDIC an equal opportunity lender.