At Copper Beech Financial Group, we typically establish long-term relationships with clients and families, but our platform isn’t necessarily the right fit for every family.  In this episode of The Truth About Wealth Podcast, John and Michael Parise discuss a hypothetical example of an estate plan that did not work out and cover the various … <a class="btn btn-default" href="https://thetruthaboutwealth.blubrry.net/2020/07/15/episode-37-when-planning-doesnt-go-as-planned/"> Read More Read More</a>

At Copper Beech Financial Group, we typically establish long-term relationships with clients and families, but our platform isn’t necessarily the right fit for every family. In this episode of The Truth About Wealth Podcast, John and Michael Parise discuss a hypothetical example of an estate plan that did not work out and cover the various … Read More Read More

At Copper Beech Financial Group, we typically establish long-term relationships with clients and families, but our platform isn’t necessarily the right fit for every family.&nbsp; In this episode of The Truth About Wealth Podcast, John and Michael Parise discuss a hypothetical example of an estate plan that did not work out and cover the various … <a href="https://thetruthaboutwealth.blubrry.net/2020/07/15/episode-37-when-planning-doesnt-go-as-planned/" rel="noopener noreferrer"> Read More Read More</a>

Episode 37 – When Planning Doesn’t Go as Planned

Being a successful CFO starts with asking yourself questions that will give your family a better life now and for generations to come. In this podcast, financial professionals John and Michael, from Copper Beech Financial Group, guide you through eye-opening questions to help you discover the truth about your wealth.

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Episode 37 – When Planning Doesn’t Go as Planned

Episode 37 – When Planning Doesn’t Go as Planned