By Confluence Financial Partners
Welcome to the 'Imagine That' podcast, a series of conversations about what matters most. Host Greg Weimer, CEO of Confluence Financial Partners, interviews some of the brightest minds around to he
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The podcast currently has 43 episodes available.
In the latest episode of the Imagine That podcast, Greg Weimer, host and CEO, sits down with Rachel White, Development & Communications Manager at South Hills Interfaith Movement (SHIM). Together, they dive into the heart behind “Confluence Coats for Kids,” an initiative aimed at providing children with a crucial yet often overlooked necessity: a warm coat.
As parents, friends, and members of a community, we all strive to equip our children with the tools for success. Sometimes, it begins with something as simple as a warm coat. Last year alone, SHIM distributed over 200 winter coats, yet still fell short of meeting the full need. That’s where we hope to step in, collecting winter coats and cold weather gear to ensure that no child in our community goes without this essential item.
Join us on Friday, October 4th from 12pm – 4:30pm at our McMurray office where we will collect winter coats and cold weather items (hats, gloves, mittens, etc.) for our community.
We look forward to making an impact together!
In the latest episode of the Imagine That podcast, Greg Weimer, host and CEO, sits down with Gregory Weimer, CFP®, CPA, President and COO, and Randy Holcombe, CFP®, Director of Wealth Planning, to discuss "Estate Taxes: What You Can Control."
In the next two years, you're going to hear a lot about estate taxes and estate tax exclusion. Greg, Gregory and Randy discuss the "recipe" for giving to your heirs without overpaying in taxes.
Tune in to learn how Estate Tax Planning can help you maximize your life and legacy.
In the latest episode of the Imagine That podcast, Greg Weimer, host and CEO, sits down with Katie Montagazzi, CFP®, Director of Marketing, to discuss “Finding Opportunities in Life’s Transitions.”
At Confluence, we strive to help our clients navigate life’s changes and turn challenges into opportunities. As such, Greg and Katie discuss “the river of change” and ways in which we can overcome the challenges that come with working through transitions in life and career.
Tune in to learn how navigating life's transitions well can help maximize your life and legacy.
In the latest episode of the Imagine That podcast, Greg Weimer, host and CEO, sits down with Bill Winkeler, CFA, CFP®, Chief Investment Officer, for a “peek under the tent” of our Investment Advisory Committee.
At Confluence, we believe that the portfolio is the engine that powers our clients’ financial plans. As such, Greg and Bill discuss the multi-perspective management approach that is weaved into the Investment Advisory Committee, global events that have impacted the market, and the changes we’ve seen in the types of investment offerings available in recent years.
Tune in to gain valuable insights on how Confluence is navigating the complex financial landscape to help improve outcomes for clients and their families.
Join us for an insightful conversation with Greg Weimer, CEO, and the newest members of the Confluence Financial Partners Team:
Rande Casaday, MBA | Wealth Manager
Paul Frey, CIMA, CFP® | Wealth Manager
Mike Touscany, CFP® | Wealth Manager
Rande, Paul, and Mike discuss the reasons for which they are excited to be a part of the team – including the culture of Confluence, access to local resources and expertise, and how a daily focus of “How can we add massive value to our clients?” will make an impact in both the short and long-term.
If you have questions or would like to connect with Rande, Paul, or Mike, please find their contact information below.
[email protected] | (412)815-4730
[email protected] | (412)815-4738
[email protected] | (412)815-4740
Join us for an insightful conversation with Greg Weimer, CEO, and Katie Montagazzi, Director of Marketing, as they discuss the transformative power of constant improvement and the pivotal role of coaching in personal and professional development. Greg reflects on the dichotomy of progress versus stagnation, emphasizing that in life, there is no neutral ground – you’re either advancing or regressing.
Through Greg’s experience with both formal coaches and informal mentors, experiences, and books – he shares insights into the multifaceted benefits of coaching and the desire to evolve and improve.
Tune into this episode for an insightful exploration of the joy found in progress and discover how coaching can unlock your potential in business and beyond.
At Confluence Financial Partners, we believe in the holistic well-being of our clients and their families. We're pleased to share our latest podcast episode focusing on the essential and sometimes overlooked area of children and adolescents' mental health.
Join our Host and CEO, Greg Weimer, and special guest Maddy Weimer, LPC, a Licensed Professional Counselor specializing in child therapy, as they explore practical strategies for supporting the mental resilience of young people.
This insightful conversation is not only for parents but also for educators, caregivers, and anyone committed to nurturing mental strength in the next generation. Discover valuable insights and practical application that can make a real difference.
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Disclaimer: This podcast offers educational insights from a Licensed Professional Counselor with expertise in child therapy. It is a supplementary resource and not a substitute for personalized advice from a medical professional familiar with an individual’s health history. Confluence Financial Partners is not affiliated with or endorsing the speaker’s place of employment. Confluence Financial Partners is not being compensated for any individual who opts to seek assistance from the speaker or her place of employment.
Join our host and CEO, Greg Weimer, for a discussion around second home ownership. In this episode, we discuss some of the considerations surrounding the purchase of a second home, from the initial expense to ongoing carrying costs like housekeeping, maintenance, and even the logistical aspects such as travel that are sometimes overlooked.
But it’s not all about the financials. Greg also touches on the invaluable investment in family memories and the joy of creating lasting experiences. Whether you are considering an oceanside getaway or a warm cabin in the mountains, tune in to gain insight and discover if a second home is the right decision for you.
Join host and CEO, Greg Weimer, as he speaks with our COO, Gregory Weimer, CFP® , CPA, and Director of Wealth Planning, Randy Holcombe, CFP® about the significance of planning around wealth transfer.
Whether you are growing and developing in your career, or contemplating the legacy you'll leave behind in the latter stages of life, we hope this discussion sheds light on the impact of estate planning and effective communication.
Tune in and discover how these elements can shape not only the inheritance for your heirs, but also the enduring legacy you'll leave for generations to come.
Join us for a conversation with our Dietitian, Sarah Rupp MS, RD, LDN, on how to fuel your body with nutrition!
In today’s fast-paced world, whether you’re a dedicated business owner, a loving parent, or a high-performing athlete, one thing remains constant – the need to prioritize your health. But let’s face it, navigating the landscape of nutrition can be a daunting task. Join us as we demystify the complexities of nutrition and provide practical insights to fuel your life.
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Disclaimer: The information provided in this episode is for educational/informational purposes only and should not be considered a substitute for professional medical advice or consultation with a healthcare professional.
The podcast currently has 43 episodes available.