What’s Next? Optimizing Personal Wealth Through a Business Sale and Beyond
Terry Cook, CFP®, CIMA®, Parcion Private Wealth
What's Next? explores how business owners and their families can optimize a business sale or other wealth event to strategically plan for their futures. Join Terry Cook, CFP®, CIMA®, founder of Parcion Private Wealth in Bellevue, Washington, as he interviews experts from across the financial services industry to help listeners determine what's next.