Author: Marissa Dinello
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Why Name a Beneficiary?
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Conversations with Confluence: The Process Behind Strategic Wealth Management
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Confluence Through Our Eyes: Stories from the Team
Confluence Through Our Eyes: Stories from the Team
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Steelers In Stadium Commercial
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Beyond the Balance Sheet: Purpose-Driven Financial Planning
Financial planning should be more than a checklist. It should reflect your values, align with your purpose, and bring clarity to every aspect of your financial life. In this conversation, we’ll explore how a truly comprehensive planning process connects all the pieces of your financial picture into one cohesive plan.
Featuring:
Greg Weimer, CEO of Confluence Financial Partners
Chuck Zuzak, CFA®, CFP®, Director of Wealth Planning
In this session, we’ll discuss:
What “comprehensive” really means; integrating taxes, insurance, estate planning, and more
One Big Beautiful Bill: key provisions that could affect your financial plan now, and in the future
Designing a financial plan that reflects your beliefs and helps define what money means to you