『What’s Next?』のカバーアート

What’s Next?

What’s Next?

著者： Parcion Private Wealth
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 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.

Hosted on Acast. See acast.com/privacy for more information.

Parcion Private Wealth (443195) マネジメント・リーダーシップ リーダーシップ 経済学
エピソード
  • Managing the Transition of Selling Your Business and Other Lifequakes with Bruce Feiler

    Managing the Transition of Selling Your Business and Other Lifequakes with Bruce Feiler
    2023/02/06
    For this episode, Terry Cook is joined by Bruce Feiler. Bruce is the author of seven New York Times bestsellers, including Life Is in the Transitions and Secrets of Happy Families. His three TED Talks have been viewed more than 4 million times. In their conversation, Bruce and Terry dive into navigating challenging life and family moments and discuss Bruce's new book, The Search, about finding meaningful work.More resources at www.parcionpw.com and www.brucefeiler.com.

    Hosted on Acast. See acast.com/privacy for more information.
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    40 分
  • Venture Capital Explained with Brendan Wales

    Venture Capital Explained with Brendan Wales
    2023/01/23
    Join Terry Cook and Brendan Wales, general partner of Fuse, an early-stage venture capital firm, as they discuss all things venture capital, including how firms like Fuse operate and the opportunities available to interested investors. More resources at www.parcionpw.com and www.fuse.vc.

    Hosted on Acast. See acast.com/privacy for more information.
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    37 分
  • Donor-Advised Funds - A Primer with Colby Bircher

    Donor-Advised Funds - A Primer with Colby Bircher
    2022/08/18
    Join Terry Cook and Colby Bircher, vice president of charitable planning at Fidelity Charitable, as they discuss how donor-advised funds can be used as a tool for impactful philanthropic planning and the advantages of this form of charitable investing. More resources at www.parcionpw.com and www.fidelitycharitable.org.

    Hosted on Acast. See acast.com/privacy for more information.
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    35 分
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