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#026 | Jeff Dyck, Jordan Tanner & Ryan Mackiewich - Financial Planning for Family Businesses
On today's Episode of the Innovative Accountant Podcast we will be conducting a round table discussion on the importance of financial planning for the affluent family and their businesses.
We are joined today by three team members from WealthCo, Jeff Dyck, Jordan Tanner and Ryan Mackiewich.
With years of combined experience, we will discuss how the needs of affluent families and their businesses are changing and evolving. Along with what professional service firms, like CPA firms and Wealth Management Firms, are doing with these changing needs.
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By The Integrated Advisory NetworkOn today's Episode of the Innovative Accountant Podcast we will be conducting a round table discussion on the importance of financial planning for the affluent family and their businesses.
We are joined today by three team members from WealthCo, Jeff Dyck, Jordan Tanner and Ryan Mackiewich.
With years of combined experience, we will discuss how the needs of affluent families and their businesses are changing and evolving. Along with what professional service firms, like CPA firms and Wealth Management Firms, are doing with these changing needs.