What's Next? Podcast Episode 14 is live! Join Terry Cook, CFP®, CIMA® and guest Michael McGrann, from the Fidelity Center for Family Engagement, as they discuss legacy preservation and wealth communication. They tackle fears surrounding wealth's impact on future generations and strategies for constructive family dialogue. As a subject matter expert on families of wealth and family-owned firms, Mike shares insights on maintaining healthy relationships around wealth, emphasizing the importance of open communication to prevent misunderstandings and conflicts. Tune in to Mike and Terry's conversation on Parcion's original podcast, "What's Next? Unlocking Generational Wealth Conversations with Mike McGrann". Listen now at www.parcionpw.com/podcasts or wherever you stream your podcasts. If you are interested in learning more about how Parcion can support your generational conversations, please contact us at [email protected] or visit www.parcionpw.com. #ParcionPW #Parcion #WhatsNext #Podcast #BusinessOwners #LegacyPreservation #WealthTransfer #GenerationalConversations #FamilyEngagement
Private Healthcare Navigation & Patient Advocacy | High-Touch, Discretionary Healthcare Solutions | Serving Family Offices, HNWIs, RIAs, and C-Suites | Board-Certified Gastroenterologist
1moThank you for sharing this. I will listen 👂 to this later. Nice recognition of Michael McGrann. Brian/Dr. Dooreck, on behalf of Executive Health Navigation