Imagine That
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 help you learn to invest in yourself and take practical steps to get where you want to go. Whether you want to learn more about financial planning, nutrition, leadership — or you just need a motivational boost — this podcast exists to inspire you to live a well-planned life. • Confluence Financial Partners • 732 E McMurray Road McMurray, PA 15317 • Phone: 844.500.4655
Imagine That
Passing the Torch: Navigating Wealth Transfer
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.