Clear Conversations – Entrepreneurial Legacies: Jeff & Kevin on Strategic Entrepreneurial Planning Clear Conversations

In this episode, host John Sleeting is joined by colleagues Jeffrey P. DeHaan, CFP®, and Kevin Nolte, CPA, AWMA®. Jeff DeHaan, a Partner, and Senior Wealth Advisor at Clearwater Capital Partners is dedicated to serving successful business owners and professionals with a strong commitment to community service. Kevin Nolte, Manager of Advanced Planning at Clearwater Capital Advisors, plays an important role in designing effective wealth strategies for the firm's clientele, particularly those with the most complex needs, to match their life and legacy goals.
Discussing the experiences and legacy-building endeavors of entrepreneurial families, John, Jeff, and Kevin share insights in effective wealth management and ensuring a meaningful legacy. From intentional legacy building to tax-efficient wealth transfer techniques, this conversation helps you begin the process of planning for what you want the future to look like.  Uncover the complexities of estate planning, the significance of philanthropy, and challenges in generational wealth transfer. Join us for a conversation delving into the enduring art of creating a meaningful legacy.
This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting, Jeffrey DeHaan and Kevin Nolte are employees of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.
Investment Advice offered through Clearwater Capital Partners, a Registered Investment Advisor.