• Sharing Knowledge Series

  • 著者： Westfield Bank
  • ポッドキャスト

『Sharing Knowledge Series』のカバーアート

Sharing Knowledge Series

著者： Westfield Bank
無料で聴く

  • サマリー

  • Sharing Knowledge Series is a video and podcast series that brings you insights on banking from the perspective of business owners, insurance agents, and individuals from all backgrounds with the same passion for the pursuit of financial freedom. Each episode, host Kevin Vonderau is joined by industry experts and partners. Together, they’ll exchange ideas, highlight best practices and address top business challenges to help you succeed. Have questions? Email westfield-bank@westfield-bank.com. For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.
    Copyright 2024 Sharing Knowledge Series
    続きを読む 一部表示
エピソード
  • Understanding wealth management and preserving generational wealth

    Understanding wealth management and preserving generational wealth
    2024/03/21
    What is wealth management and preservation, and why is it important for individuals and families? This question and more gets answered in the 27th episode of the Sharing Knowledge Series. Host Kevin Vonderau, chief lending officer at Westfield Bank, discusses wealth management, strategies for financial planning, and preserving wealth across generations with guests Brad Knapp, president of Clearstead and Ken Morgan, chief operating officer at Clearstead Trust. Investment products: • Are not FDIC insured • Are not bank guaranteed • May lose value • Are not a deposit • Are not insured by any federal or state government agency We want to hear your feedback. Take our survey at westfield-bank.com/sks Have questions? Email westfield-bank@westfield-bank.com.
    続きを読む 一部表示
    1分未満
  • 2024 Economic Outlook: navigating the financial landscape in the new year

    2024 Economic Outlook: navigating the financial landscape in the new year
    2023/12/07

    What do business leaders and consumers need to know about the economy as we head into the new year?

    In the 26th episode of our Sharing Knowledge Series, our guests look ahead to help business owners and consumers navigate the challenges and opportunities we’re likely to experience in 2024. Host Kevin Vonderau sits down with Mike Toth and Brian Toma to discuss what factors they’re watching to gauge the state of the economy in the new year. Mike is the Chairman & CEO of Westfield Bank and Brian is a managing partner and registered investment advisor at Freeman Heyne Toma Financial Advisors.

    Investment products:

    • Are not FDIC insured

    • Are not bank guaranteed

    • May lose value

    • Are not a deposit

    • Are not insured by any federal or state government agency

    You can read highlights of the discussion by visiting https://www.westfield-bank.com/why-westfield-bank/westfield-bank-news/2024-economic-outlook

    We want to hear your feedback. Take our survey at westfield-bank.com/sks

    Have questions? Email westfield-bank@westfield-bank.com.
    続きを読む 一部表示
    40 分
  • Cybersecurity preparedness: protecting what matters most to your business

    Cybersecurity preparedness: protecting what matters most to your business
    2023/10/16

    As we increasingly rely on technology, what can you be doing to ensure your company is protected?

    In the 25th episode of our Sharing Knowledge Series, host Kevin Vonderau sits down with David Howard and Brandon Pauley to discuss the proactive steps your business can take to protect your data, privacy, and mitigate threats and disruption to your business’s operations. David is the director of technical services at V2 Technology, Brandon is a partner at the Brennan Manna Diamond law firm, and Kevin is the chief lending officer at Westfield Bank.

    To read the key takeaways from the discussion, visit www.westfield-bank.com/why-westfield-bank/westfield-bank-news/maintaining-good-cyber-hygiene

    We want to hear your feedback. Take our survey at westfield-bank.com/sks

    Have questions? Email westfield-bank@westfield-bank.com.
    続きを読む 一部表示
    1分未満

あらすじ・解説

Sharing Knowledge Series is a video and podcast series that brings you insights on banking from the perspective of business owners, insurance agents, and individuals from all backgrounds with the same passion for the pursuit of financial freedom. Each episode, host Kevin Vonderau is joined by industry experts and partners. Together, they’ll exchange ideas, highlight best practices and address top business challenges to help you succeed. Have questions? Email westfield-bank@westfield-bank.com. For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.
Copyright 2024 Sharing Knowledge Series
マネジメント リーダーシップ 個人ファイナンス 経済学
続きを読む 一部表示

Sharing Knowledge Seriesに寄せられたリスナーの声

カスタマーレビュー：以下のタブを選択することで、他のサイトのレビューをご覧になれます。

Audible.co.jp

Amazon.co.jp
レビューはまだありません。