In Focus / Podcast

C-Suite Snacks: The Fundamentals of Wealth Preservation



Thursday, September 23, 2021



Welcome to Citrin Cooperman's C-Suite Snacks podcast. Due to popular demand, we are now releasing all C-Suite Snacks webinar episodes as podcast episodes, starting from the top. 

Each episode will be around 30 minutes long and feature host Steve Ronan, principal and Strategy and Business Transformation Practice leader, diving into topics relevant to you with various industry advisors, business owners, and executives.

Protecting one's assets is an integral part of wealth management, especially during changing times. In this episode, advisors from Apexium Financial LP join us to review the fundamentals of wealth management and best practices for wealth preservation.

Key Takeaways:

  • A general understanding of wealth management
  • The importance of creating an investment plan and sticking to it
  • The risk involved with traditional bond/stock portfolios and how to adapt


Subscribe and listen to this episode on your favorite podcast platform below!


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